48 min listen
Wholesale Transfer Pricing $NFLX $SPOT $FUBO | Expectations for 2021
Wholesale Transfer Pricing $NFLX $SPOT $FUBO | Expectations for 2021
ratings:
Length:
58 minutes
Released:
Dec 28, 2020
Format:
Podcast episode
Description
In this episode, John Mihaljevic hosts a discussion of:
Wholesale transfer pricing: Elliot Turner talks about business models that involve some degree of wholesale transfer pricing. We discuss what works and what doesn't when it comes to creating sustainable business value.
2021 expectations: Phil Ordway talks about the expectations and forecasting games being played by many market participants and so-called experts. We reflect on 2020 and assess market-implied expectations for 2021.
Enjoy the discussion!
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.
Wholesale transfer pricing: Elliot Turner talks about business models that involve some degree of wholesale transfer pricing. We discuss what works and what doesn't when it comes to creating sustainable business value.
2021 expectations: Phil Ordway talks about the expectations and forecasting games being played by many market participants and so-called experts. We reflect on 2020 and assess market-implied expectations for 2021.
Enjoy the discussion!
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.
Released:
Dec 28, 2020
Format:
Podcast episode
Titles in the series (95)
Holding Competing Ideas at Once | Porting Models Across Investments: In this episode, John Mihaljevic co-hosts a discussion of (1) the ability to hold two competing ideas at once, led by Phil Ordway; and (2) porting mental models and concepts from one investment to the next, led by Elliot Turner.Enjoy the discussion!The c... by This Week in Intelligent Investing