Another great breakdown
Thanks for the excellent and incisive session on ASML. Great job!👏
shoichul via Apple Podcasts · India · 06/29/23
More reviews of Business Breakdowns
Think it’s amazing that you are doing this and I have learned a bunch. I would recommend adding more distressed businesses / troubled business models so people can learn about why business go bad. Would also try to get bear case more pronounced for each episode.
KSM_Chancey via Apple Podcasts · United States of America · 04/25/23
This podcast is great. I really enjoyed the last two episodes, and would like to continue to see more questions inserted into the episode as compared to the GE episode, and more new young maybe overlooked companies like Trader Joe’s.
MSTAN12 via Apple Podcasts · United States of America · 10/07/22
This is probably one of the best if not the best podcast series I’ve ever heard. The podcasts are informative, interesting, well researched and presented in a well rounded manner. The topics and businesses covered are wide ranging and relevant. There’s many businesses most of us have heard...Read full review »
321cayman via Apple Podcasts · United States of America · 03/27/23
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