business model

also referred to as: business models

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Mar 30, 2020 by Ben Inker · across every show →

Everything said about business model, oldest first

Mar 30, 2020 negative
Insight
Inker: Stated Earnings and Book Value Are Poor Metrics for Business Models
“When we are analyzing these companies, we realize it's not just that we don't care about their book value anymore, but even their stated earnings turn out to be a lousy test of whether this is a good business model.”
Ben Inker Mar 30, 2020 ▶ 24:43 Ben Inker – Value Investing at GMO (First Meeting, EP.17)
Sep 30, 2021 neutral
Insight
Graña: Emerging Market Success Stories Often Start as U.S. Business Model Copies
“Many of our emerging market Success stories started off as carbon copies of successful business models in the U.S., and then we evolved and changed depending on local conditions.”
Daniel Graña Sep 30, 2021 ▶ 33:07 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
May 9, 2022 negative
Insight
Bloom: Financial Experts Use Jargon Because Obfuscation Is a Profitable Business Model
“What I saw was this bifurcation, where on one side you had experts, quote unquote, who pride themselves on talking over normal people's heads. On using jargon, on using acronyms, on sounding really smart, and a lot of that has been built up because it's a good…”
Sahil Bloom May 9, 2022 ▶ 23:34 Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
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