Age of Information Vasanth Thiruvadi & Faraz Abidi

Mart is the analyst known as Yellowbull (@Yellowbull11) on Twitter. He writes a biweekly newsletter covering relevant news in the uranium sector, coverage of uranium companies, sample portfolios and much more. Mart’s Twitter: @Yellowbull11Mart’s Newsletter: https://www.patreon.com/contrariancodexVasanth’s Twitter: @NextVasanthVasanth’s Newsletter: https://nextbite.substack.com/Time stamps:00:34 - Approach to researching companies04:45 -Jurisdictional impact on investing 07:15 - Gett...

Justin Huhn is the analyst and writer behind Uranium Insider, which is the leading authority in uranium market news, analysis, & identifying the best companies in the space. Justin’s Newsletter: https://www.uraniuminsider.com/ Justin’s Twitter: @uraniuminsiderVasanth’s Newsletter: https://nextbite.substack.com/Vasanth’s Twitter: @NextVasanthTime stamps:00:42 - What got Justin into Uranium.02:51 - Are we in the middle of another squeeze?04:48 - How transparent is supply?08:18 - S...

York Zhang, a propulsion engineer at Blue Origin, joins us again for a deep cut on Space. We discuss some of the future innovations we can expect and other topics of relevance currently affecting the space industry. Time Stamps:00:54 - How many space companies can the market accommodate?03:00 - Future market segmentation in space04:31 - The disconnect between marketing and reality08:09 - Varda15:31 - Varda deep cut16:08 - Will SpaceX derive significant revenue from delivering payloads fo...

Durable Investments tells us about the current/future state of the cloud business and AWS’s interesting positioning over the next 10 years. Show Notes:01:12 - What is AWS?03:40 - What did people do before AWS?06:52 - How is AWS different compared to Microsoft/Google?12:18 - How are Microsoft and Google competing with AWS considering AWS has a significant head-start?16:23 - Google and Microsoft’s strategy for acquiring customers20:36 - Market capitalization of the total cloud market26:08 ...

Dr. Naveed Sherwani is a serial entrepreneur and technical leader in the world of semiconductors. As a professor at Western Michigan University, he wrote several books and hundreds of articles about chip design and manufacturing. He was the founder of Open Silicon, PeerNova, and was the CEO of SiFive. Currently he’s the Chairman of the Silicon Federation, which aims to democratize chip design.Dr. Sherwani’s Linkedin - https://www.linkedin.com/in/naveed-sherwani-2a789/Timestamps:2:11 - An expl...

Jeff Moore is a real estate and stock market investor. We discuss information asymmetry in the capital markets and how to leverage them, the ongoing technological disruption and how it can dramatically improve small and medium sized businesses around the country, and the intangible things that prevent business owners from changing their operating behavior. Twitter: @ragnarisapirateBlog: Ragnarisapirate.blogspot.comTimestamps01:03 - Thrive ($THRY)05:55 - Risk/benefits of investing in smal...