TEK2day Podcast

518 Episoder

1. Ep. 503: Backtesting The TEK2day Founder CEO Portfolio

   Publisert: 28.8.2024
2. Ep. 502: Founder-led Technology companies outperform the peer group

   Publisert: 28.8.2024
3. Ep. 501: YouTube Removed Eric Schmidt Vid for Copyright

   Publisert: 28.8.2024
4. Ep. 500: NASDAQ 100 CEO TSR

   Publisert: 11.8.2024
5. Ep. 499: M&A as A Risk Mitigation Tool

   Publisert: 21.7.2024
6. Ep. 498: NVIDIA’s FY’25 Consensus Revenue Estimate is not without risk.

   Publisert: 21.7.2024
7. Ep. 497: NVIDIA Insiders Selling and Generative AI

   Publisert: 18.7.2024
8. Ep. 496: $MSFT's 3,000x MVA to Gen AI Revenue Multiple

   Publisert: 29.6.2024
9. Ep. 495: $MSFT Copilot: Show Me The Revenue

   Publisert: 25.6.2024
10. Ep. 494: AI Rant and Microsoft Copilot

    Publisert: 4.6.2024
11. Ep. 493: Salesforce CEO Marc Benioff Should Not Believe His Own AI Hype

    Publisert: 30.5.2024
12. Ep. 492: A 10% Yield on the 10-Year Treasury in 10 Years?

    Publisert: 21.5.2024
13. Ep. 491: OpenAI Revenue Breakdown

    Publisert: 18.5.2024
14. Ep. 490: Recessions Happen When Fed Funds Exceeds Personal Savings

    Publisert: 9.5.2024
15. Ep. 489: CPI and Inflating the Debt Away

    Publisert: 11.4.2024
16. Ep. 488: Adobe's Core Business Is Not Growing

    Publisert: 31.3.2024
17. Ep. 487: What Could Change Investor Psychology?

    Publisert: 29.3.2024
18. Ep. 486: Bank Discount Window Borrowing Up 133%

    Publisert: 29.3.2024
19. Ep. 485: Nuclear AI

    Publisert: 24.3.2024
20. Ep. 484: Where Is Gen AI End-User Demand?

    Publisert: 21.3.2024