Stock Stories, Vol. 11: Silicon, Supply Chains & Spicy Wings
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Show Notes
Every stock tells a story. This week we gather around the campfire for five fresh tales—from silicon driving the AI era to supply-chain software that keeps retail humming, from a Latin American marketplace that became a fintech/logistics flywheel to a spicy franchiser scaling flavor by the bucket… and a legendary spiffy-pop that still makes us smile. Expect lessons in patience, optionality, moats—and why a single day can sometimes pay back an entire cost basis.
Companies Discussed: AMD, AQNT, MANH, MELI, WING,
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Host: David Gardner
Guests: Sanmeet Deo, Asit Sharma, David Meier, Andy Cross
Producer: Bart Shannon
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