Eric Markowitz worms his way through the Tesl...

Adam Buckstein from ASB partners explores Stride Inc. (formerly K12), the largest provider of virtual public schools in the U.S. Adam dives deep into the company's business model, regulatory framework, and competitive position, as well as the company's unique funding structure, p ...  Show more

In this solo episode of Yet Another Value Podcast, host Andrew Walker introduces and unpacks his evolving investment concept: the Theory of Weird Markets. Andrew uses analogies from sports, AI, and Rubik’s Cube competitions to argue that traditional strategies in investing are in ...  Show more

Tesla’s net income decreased by 71% compared to a year ago. But Wall Street doesn’t seem to mind. (00:21) Sanmeet Deo and Mary Long discuss: - Poor results from Tesla’s automotive segment. - Whether Musk’s return can revive the company. - Half marathons, and the future of humano ...  Show more

Cern Basher joins Preston Pysh to talk about robotaxi and robo-trucking economics, Optimus humanoid robots, and Wall Street’s short-term blind spots. Cern also unpacks Tesla’s Dojo shutdown, its true data moat, the macro impacts of autonomy and deflation, and why Bitcoin may be t ...  Show more

Elon Musk says we’ll look back on 2025 as the most important year in Tesla’s history—not because of car sales, but because it will be the year Tesla morphs into an AI and robotics powerhouse. In this episode of The Rundown, we break down Tesla’s high-stakes transformation, inc ...

Follow Prof G Markets: Apple Podcasts Spotify  Scott shares his thoughts on Tesla’s lackluster earnings and explains how the electric vehicle industry has suffered from overinvestment. He also breaks down why Tesla’s stock could suffer if Trump doesn’t get elected. Then, Scot ...  Show more