The Investors Roundtable #15: Sectors and Industries with High TAM, Revenue Growth, GPM and OPM
In this Episode of The Investors Roundtable (Episode 15!), our topic we discuss is: What sectors and industries are uniquely positioned that have high TAM, and ability to grow revenues, GPM and OPM faster with increasing cash flows? And, vice versa? And ...
Planet MicroCap Podcast | MicroCap Investing Strategies · Planet MicroCap
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Show Notes
In this Episode of The Investors Roundtable (Episode 15!), our topic we discuss is: What sectors and industries are uniquely positioned that have high TAM, and ability to grow revenues, GPM and OPM faster with increasing cash flows? And, vice versa? And why? In a nutshell, discussion on sectors and industries that are burgeoning and suffering, and why.
Most importantly, a challenge was accepted - if we get Kevin Shea's Twitter handle @thegoodprick up to 500 followers, he will do a TikTok dance challenge. This is necessary content that we all thought we didn't need, but really want to see. Let's make it happen. Follow Kevin here: https://twitter.com/thegoodprick
***ORIGINALLY PUBLISHED ON October 9, 2020 on the SNN Network YouTube Channel***
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Twitter: https://twitter.com/Steven_Kiel
Website: https://www.arquitos.com/
Kelvin Seetoh, Slingshot Capital
Twitter: https://twitter.com/SlingshotCap
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor
Twitter: https://twitter.com/thegoodprick
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