Slow Growth Silver Linings

Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the most recent in a long line of investing trends that get caught up in frantic enth ...  Show more

We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travi ...  Show more

Today, we’ll hear about:  An owner concerned with the slow growth of his business  A business owner trying to get the most out of his team  A woman scared that debt may bankrupt her business  A man trying to get his team to buy into his new values    Next Steps  📞 Have a q ...  Show more

Scott answers a question about the next economic slowdown, which he thinks is imminent. He also shares his thoughts on what Zoom needs to do to maintain its valuation in a post-pandemic world, why it’s still important to be based near your customers, and what to do if you want to ...  Show more

Aswath Damodaran returns to the show to discuss how companies age and why “growth for the sake of growth” can be a problem for companies as they get older. He looks at where Intel stands in the lifecycle and explains how it can return to a healthier age. He also breaks down how h ...  Show more

With the year ending, it's a good time to reflect on how far you've come in the past year as a company. 

Today, the cofounders of 37signals, Jason Fried and David Heinemeier Hansson, discuss the growth of the company in 2022 and some of the significant ...