VALUE: After Hours (S08 E07): Jonathan Tepper on The Myth of Capitalism, his “Shooting Up” memoir and $BKMG
During their recent episode, Taylor, Carlisle, and Jonathan Tepper discussed:Building a Dominant Long-Only Fund in a Distorted MarketBuying Booking at Peak Fear: COVID, Google & Mispriced RiskWill AI Disintermediate the Platforms?AI Winners, Losers & the SaaS ApocalypseThe Myth of Capitalism: Why Profit Margins Stay HighHas the Antitrust Pendulum Swung Back?Shooting Up: A Childhood Inside Spain’s Heroin CrisisThe Five Rungs of Intelligence — and the Investor’s LadderYou can find out more about the VALUE: Af ...