ОТНОСТНО ТОЗИ ЕПИЗОД
Eric Markowitz, Director of Research at Nightview Capital discusses his investing philosophy, the importance of identifying industry change in the quest for value, AI as the new electricity, slowing down the research process, getting comfortable with short-term underperformance, and more.
Английски
САЩ
ТРАНСКРИПЦИЯ 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
ТЪРСЕНЕ на МИНАЛИ ЕПИЗОДИ
Търсене в минали епизоди на Rebellious Allocations.
ДРУГИ ЕПИЗОДИ В ТОЗИ ПОДКАСТ
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Vertiv’s corporate history, business model, position in the AI infrastructure ecosystem, competitive advantages, management team, growth opportunities, pricing power, margins and returns on capital, risks, an…
Todd Wenning (Part 1), founder of KNA Capital, shares his thoughts on trucking and freight industry inflection points, Old Dominion’s business model, competitive landscape, moat trends, management, corporate culture, and more.
Morningstar tech analyst Will Kerwin joins Rebellious Allocations to discuss networking's role (including as a bottleneck) in the AI infrastructure buildout, Arista's networking hardware and software portfolio, the competitive landscape, growth opportunities, and Arista's "wide" moat and …
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Eaton's corporate history, business model, competitive position in the electrical and aerospace end markets, its competitive advantages, management team, growth opportunities, pricing power, margins and retur…
Опровержение: Подкастът и произведенията на изкуството, вградени на тази страница, са от Bastion Fiduciary, което е собственост на неговия собственик и не е свързано с или одобрено от Listen Notes, Inc.
РЕДАКТИРАНЕ
Благодарим Ви, че помогате да поддържаме базата данни за подкастове актуална.
