During their recent episode, Taylor, Carlisle, and Gwen Hofmeyr discussed Cyclical Compounders and Market Opportunities. Here’s an excerpt from the episode: Gwen: So, I really love cyclical compounders, just because in the course of business, you’re just going to have these periods where there’s some broad uncertainty related that’s impacting … Read More
VALUE: After Hours (S06 E45): Luxury Fashion, Conference Swag and Supermarket Land Value with Gwen Hofmeyr, Maiden
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Gwen Hofmeyr discuss: Cyclical Compounders and Market Opportunities Lack of Institutional Coverage Creates Opportunities Insights on Regional Banks Historical Analogies: The Hunt Brothers and Silver vs. Michael Saylor and Bitcoin Untangling Cyclical versus Secular Tiny’s … Read More