Manage episode 273621107 series 2773158
In this episode, John Mihaljevic hosts a discussion of:
Persistent vs. transient pandemic effects: Phil Ordway opines on several ideas/topics of relevance with regard to the impact of COVID, and invites his fellow co-hosts to weigh in on those topics as well.
Busted IPOs and post-hype sleepers: In light of the ongoing IPO craze, Elliot Turner talks about one of his favorite investment setups, the "post-hype sleeper." We invoke plenty of baseball metaphors and discuss a few other investment setups as well.
Chris Bloomstran will rejoin us in a future episode.
Enjoy the discussion!
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