Lake Cornelia Capital's Judd Arnold on $TOI and a bunch of other stuff скачать в хорошем качестве

Lake Cornelia Capital's Judd Arnold on $TOI and a bunch of other stuff

Judd Arnold from Lake Cornelia Capital joins for a wide ranging discussion of inflection investing, $TOI's unique oncology model, and tons of stuff on risk management and portfolio construction. See Lake Cornelia's Substack here: https://lakecornelia.substack.com/ ______________________________________________________________________ [00:00:00] Podcast intro and guest announcement [00:02:41] Judd on becoming a father [00:03:40] Judd discusses launching Substack [00:06:30] Complexity versus simplicity in investing [00:07:52] Liquidity and investor interest matter [00:11:06] Inflection investing over valuation focus [00:15:59] Sector and story versus fundamentals [00:19:55] TOI scalability and market potential [00:25:26] TOI business model and economics [00:31:32] Comparisons with other healthcare models [00:39:31] Consulting impact on investment process [00:44:21] Sizing up at inflection points [00:50:48] Risk profiles in portfolio strategy [00:53:20] M&A strategy and market perceptions [00:57:35] Netflix synergies and investor worries [01:01:45] Warner Bros bidding strategy discussion Links: Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p... Production and editing by The Podcast Consultant - https://thepodcastconsultant.com/