One of my very favorite annual traditions is conducting this interview with my friend David Kim, aka Scuttleblurb (🕵📝).
His investment research journal/company deep dives/business explorations were a key inspiration for this 🚢 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 — especially the good ones!
In our conversation this year — the fifth one! — we explore the State of Scuttleblurb 📊, his analyses of key industries and companies from the past year 🏭, and our perspective on the market looking back at 2024 and heading into 2025 🔮. We also discuss the evolution of his research process and the new tools he's adopted 🛠️.
I hope you enjoy listening as much as I enjoyed having the conversation!
Podden och tillhörande omslagsbild på den här sidan tillhör
Liberty. Innehållet i podden är skapat av Liberty och inte av,
eller tillsammans med, Poddtoppen.