Podcast | Why the Best Companies Aren’t as Expensive as They Seem
Chris and Andy break down why companies like Meta, Amazon, and Blackstone may not be as expensive as they appear. By diving into R&D spending, capital intensity, and cyclicality, they reveal how traditional valuation metrics can be misleading.
Montaka’s 5 stand-out podcasts of 2022
We share the five podcasts from Montaka that stood out for us in 2022 and make for great listening.