In this episode, John Mihaljevic hosts a discussion of:
The MVP Machine, and growth versus value: Elliot Turner draws parallels between investing and insights from the bestselling book, The MVP Machine. He shares a perspective on the growth versus value debate.
The Snowflake IPO: Phil Ordway shares his research on Berkshire Hathaway-backed Snowflake, which went public recently at a rather ambitious valuation. Phil comments on the IPO process, the business, and the valuation.
Chris Bloomstran will rejoin us in the next episode.
Enjoy the discussion!
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