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Which podcasts are discussing JOBY?
6 ATTRIBUTED IDEAS · 5 EPISODES · 5 SHOWS
The shows
Masters in Business
Motley Fool Money
Planet MicroCap Podcast
Real Vision Daily Briefing
The Acquirers Podcast
Where the discussion went deepest
15 AUGTODAYPLANET MICROCAP PODCAST · 25:00
Joby Aviation as an asymmetric Evital bet
“The bull case made for Joby Aviation is that it is a well-capitalized leader in the Evital (electric vertical takeoff and landing) space, with commercialization imminent and an economic model that could disrupt urban and inter-island transport.”
S-Curve Framework for Identifying Early Growth with Shawn Behnam and Gabriel Etessami, Garden Capital Management · with Shawn Behnam
Core thesis · 5/5Verify in source →
18 JUN18 JUNMASTERS IN BUSINESS · 03:56
Deregulation is an undervalued, multi-year margin driver
“The case was made that U.S. corporate deregulation structurally reduces time to market and lowers compliance costs, offering an underappreciated fundamental tailwind for earnings margins across non-tech sectors.”
At The Money: Deregulation Will Free Your Portfolio
Core thesis · 5/5Verify in source →
23 APR23 APRTHE ACQUIRERS PODCAST · 25:00
Navigating a late-90s analog bubble environment
“The case was made that the current market is analogous to the late 1990s, requiring participation in growth themes to avoid investor attrition, but with guardrails to avoid going 'over the cliff'.”
Charles Lemonides of ValueWorks LLC on $RIVN, $JOBY, $BA, $AMZN and his $TPL short
Core thesis · 5/5Verify in source →
12 AUG3D AGOMOTLEY FOOL MONEY · 33:00
Joby's defense acquisition raises focus questions
“The bearish case argued: Joby Aviation's cash-heavy acquisition of a defense contractor dilutes focus from its core air taxi mission and raises questions about its capital allocation priorities as it nears commercial deployment.”
RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats Up
Substantive discussion · 3/5Verify in source →
18 MAR18 MARREAL VISION DAILY BRIEFING · 12:00
High-beta assets risky in turbulent liquidity
“The analysis argued that high-beta assets like small-cap drone stocks are not ideal picks in the current turbulent liquidity environment, as they are more susceptible to downdrafts.”
How I Use AI To Trade The Markets!
Substantive discussion · 3/5Verify in source →
18 JUN18 JUNMASTERS IN BUSINESS · 11:11
Aviation startups gain from FAA streamlining
“Next-generation aviation and eVTOL developers were highlighted as major beneficiaries of streamlined FAA regulatory approval pathways.”
At The Money: Deregulation Will Free Your Portfolio
Notable comment · 2/5Verify in source →
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