EP225: Long-Takes From The Road: Countering Consensus Corporate Strategy Narratives

Podcast: Super-Spiked Podcast · Arjun Murti

Opublikowano: 2026-08-15

WATCH the video on Substack by clicking the play button above or on YouTube (here). STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app. DOWNLOAD a pdf of a moderately edited transcript using the blue Download buttons below. We have an audio only post due to some travel this week. One of the best parts of not being a covering equity analyst anymore is not having to process the deluge that is quarterly earnings season. But we have kept the discipline of reading transcripts for a wide...