Affirm: The Next American Express (Audio)
Fraser Christie, founder and CIO of Sandstone Global Investment, analyzes Affirm's transition from a beaten-down post-IPO consumer lender into an internet-nati…
Podcast
Invest Like the Best podcast summaries.
Every full Invest Like the Best episode we cover, summarized with verbatim, timestamped quotes: 4 episodes and 14 articles since February 2026. Hosted by Patrick O'Shaughnessy. Part of our Business coverage. New summaries every Sunday.
4 episodescovered
14 articleswith timestamped quotes
14 articleswith timestamped quotes
Frequent voices
The Nvidia of Physical AI: Inside Applied Intuition's $15B Business
This episode explores the transformative field of physical AI, differentiating it from digital AI and highlighting its immense market potential. Guests Qasar Y…
"The OpEx Was Just Honestly Stupid" — Kaz Nejatian on What He Found Inside Opendoor
In this episode, Kaz Nejatian, CEO of OpenDoor, discusses the company's transformation, clarifying its identity as a market maker focused on velocity and attac…
Cloudflare: Leading Cybersecurity [Business Breakdownes Ep 241]Cloudflare Final
This episode delves into Cloudflare, the cybersecurity giant, exploring its history, business model, and strategic evolution. Matt Russell and guest Sam Eden b…