Episodes
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The Resilience of Black Wall Street
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Value Hunting
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Surprising Earnings, Conservative Management
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Etsy's "Jedi Mind Trick"
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What Happened To Intel?
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2023: The Year of Cautious Guidance
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PJ Vogt on AI, VR, and Tech Cycles
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iBuying, Real Estate Investing, Home Inventory
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The (Wall Street) Hits Keep On Coming
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The Once & Future Zillow
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Answers from Airbnb, Questions for Upstart
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Big Macro & Big Red
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Twilio's Layoffs, Spotify's Strategy
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Beth Kindig on AI, Semiconductors, and Tech Cycles
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Lies My Income Statement Told Me
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NFL Predictions, AI Competitions
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Disney Pops, Alphabet Drops
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Record Ad $$$ for SB 57
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The AI Land Grab Has Started
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Why Do Casinos Lose Money?
Not summarized yet
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