Summary
Each episode will profile a business and attempt to examine the quality of that business in terms of value proposition, commercialization efficiency, competitive advantage, and reinvestment opportunities.
Each episode is broken up into two parts. Part One includes fundamental analysis of that business, and Part Two includes a discussion with an expert of that business. Part One lays out the framework. Part Two puts meat on the bone.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
North America
Countries:
(generalist)
Sectors:
(generalist)
Content Verticals:
(generalist)