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Recent Reviews
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TenderWolfRegurgitation of the price action, ratios and readily available dataUnfortunately like almost all similar podcasts the speakers don’t and can’t analyze the businesses and don’t have any idea about discussing the competitive advantage of the companies. Almost all they say is recounting what the price movement has been, what the p/e, ebidta or other metrics have been and “if they hit high end of guidance that’ll be good, otherwise not so good”. What is absent is real analysis of business and their products, their management, and their competitive advantages.
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