Intrinsic Value Community
8 mentions across 1 person
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“if you want the chance to learn alongside people like that, you should join our weight list at thevesspodcast.com/intrinsicvalue community.”
Spotify's Margin Inflection: Music Streaming Leader Layering High-Margin Audio M ↗“if you want the chance to learn alongside people like that, you should join our waitlist at thevesspodcast.com/intrinsicvalue community.”
Figma's Post-IPO Plunge: Growth Amid AI Risks, Compensation Flaws, and Valuation ↗“if you want the chance to learn alongside people like that, you should join our wait list at thevesspodcast.com/intrinsicvalue community.”
Duolingo: Gamified Learning Leader at Reasonable Valuations Amid AI Risks ↗“if you want the chance to learn alongside people like that, you should join our wait list at thevesspodcast.com/intrinsicvalue community.”
Kelly Partners: Early-Stage Accounting Acquirer with Compounder Potential Despit ↗“if you want the chance to learn alongside people like that, you should join our weight list at thevesspodcast.com/intrinsicvalue community.”
Constellation Software's 50% Drawdown Creates Rare Entry Amid AI Fears, Backed b ↗“if you want the chance to learn alongside people like that, you should join our wait list at thevesspodcast.com/intrinsicvalue community.”
Lyft's Acquisition Appeal: $7B Market Cap Undervalues 30% North American Ride-Sh ↗“if you want the chance to learn alongside people like that, you should join our wait list at thevesspodcast.com/intrinsicvalue community.”
Netflix's Enduring Moat: Subscriber Stickiness, Pricing Power, and Streaming Dom ↗“I would encourage folks to hurry up and act on it if they're interested.”
Hermès Sustains Elite Luxury Moat Through Scarcity and Family Control, Justifyin ↗