ÜBER DIESE EPISODE
Alex and Jordan distill Brad Gerstner's sharpest recent investment thinking on AI infrastructure, tech stocks, and where the value accrues — from the capex supercycle to CoreWeave, Nvidia, and the revenue tripwires he's watching.
Englisch
Vereinigte Staaten
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VERGANGENE FOLGEN SUCHEN
Vorhandene Folgen von Exponential Learning durchsuchen.
WEITERE EPISODEN IN DIESEM PODCAST
Shawn O'Malley, Daniel Mahncke and Kyle Grieve of The Intrinsic Value Podcast spend ~40 hours a week valuing one business, publish a model and an intrinsic-value estimate, and then decide in public: add it to the Intrinsic Value Portfolio, or pass. They pass roughly 80% of the time.
This episode to…
EQT's all-stock acquisition of Range Resources: terms, premium, synergies, breakeven under $2, and what to watch into EQT's Q3 print tomorrow.
Goldman Sachs prime brokerage data shows the fastest hedge fund technology de-grossing in records back to 2016, U.S. fundamental long-short net leverage at the 0th percentile of five years (about 43.7%), and technology still 23.5% of the global prime book - the 90th percentile. The episode separate…
Anthropic, PBC filed its public Form S-1 on SEC EDGAR on October 26, 2026 (CIK 0002130357, File No. 333-299633). Ticker: ANT (Nasdaq). Price range and share count are blank in this initial filing. Audited highlights: 2025 revenue $4,585M, operating loss $(8,060)M, net loss $(41,965)M driven mainly …
Verizon Q3 2026: adjusted EPS .31 beat, record 3.8B EBITDA, 406K postpaid phone adds (best Q3 in five years), guidance raised for the third straight quarter, and a B+ AWS edge deal.
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BEARBEITEN
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