One of my very favorite annual traditions is conducting this interview with my friend David Kim, aka Scuttleblurb (๐ต๐).
His investment research journal/company deep dives/business explorations were a key inspiration for this ๐ข steamboat. While the format is different, I hope there are similarities in the spirit. And I know that he has influenced and inspired many others โ especially the good ones!
In our conversation this year โ the fifth one! โ we explore the State of Scuttleblurb ๐, his analyses of key industries and companies from the past year ๐ญ, and our perspective on the market looking back at 2024 and heading into 2025 ๐ฎ. We also discuss the evolution of his research process and the new tools he's adopted ๐ ๏ธ.
I hope you enjoy listening as much as I enjoyed having the conversation!
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