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Elliot Turner on Dropbox $DBX

Elliot Turner on Dropbox $DBX

FromYet Another Value Podcast


Elliot Turner on Dropbox $DBX

FromYet Another Value Podcast

ratings:
Length:
57 minutes
Released:
Aug 4, 2020
Format:
Podcast episode

Description

An interview with Elliot Turner of RGA (http://rgaia.com). We discuss why Elliot missed Shopify, how the lessons from Shopify helped him invest in Roku, and a little on ANGI and Twitter. Then, we dive deep into his thesis on Dropbox (DBX).
Released:
Aug 4, 2020
Format:
Podcast episode

Titles in the series (100)

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer