Manage episode 271910347 series 2773158
In this episode, John Mihaljevic hosts a discussion of:
- A new "blind valuation" exercise, with a discussion of equity valuation based on the numbers alone; led by Phil Ordway
- An overview of the sports betting industry, including size, growth, regulation, and selected ideas; led by Elliot Turner
- The imperative of "no": the luxury of patience -- key points from a talk at The Zurich Project 2019; led by Chris Bloomstran
Enjoy the discussion!
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