Capital Ideas Podcast cover image

Finding durable value in high yield tech & financials

Capital Ideas Podcast

00:00

Framework for analysing high-yield tech and financials

David asks Sandro; Sandro outlines his approach, focusing on why companies borrow and assessing durability.

Play episode from 00:49
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app