Everything said about
CHWY
+ Watchlist1
Ideas · 30d
1
Episodes
3.0
Avg depth
1
Ideas · all time
The conversation · most recent first
4 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 06:40
Value investing in deeply pessimistic businesses
"The guest's investment framework focuses on acquiring concentrated positions in established, cash-generating businesses that are heavily out of favor."
Explored · 3/5