TUNGKOL SA EPISODE NA ITO
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.
Ingles
Estados Unidos
KOPYA NG SALIN 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
I-SEARCH ANG MGA NAKARAANG EPISODE
I-search ang mga nakaraang episode ng Rebellious Allocations.
IBA PANG MGA EPISOD SA PODCAST NA ITO
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 …
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.
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…
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…
Paunawa: Ang podcast at artwork na naka-embed sa page na ito ay mula sa Bastion Fiduciary, na pag-aari ng may-ari nito at hindi kaakibat o ineendorso ng Listen Notes, Inc.
I-EDIT
Salamat sa pagtulong na mapanatiling naka-update ang database ng podcast.
