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Nov. 25, 2024

Xero, Technology One and Palantir Go Big, Netflix, Martha's Comeback and the Rule of 40

Xero, Technology One and Palantir Go Big, Netflix, Martha's Comeback and the Rule of 40
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Season 1

The guys discuss the stunning performance of Xero and Technology One, the strange rise and rise of Palantir, Martha Stewart's Remarkable Revival, Adir and Adam go deep on switching costs. the rise of Netflix and the death of linear TV and discuss the Rule of 40 and why it's so important for investors


Thanks for listening!


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