Fluctuating Tides, the Podcast Guy Cirino

Beating the market, moving to indexing

Analyzing Riskified Ltd (RSKD), GAAP, chargebacks, and what we're going to do about Zillow.

Analyzing Arista Networks, Inc. (ANET), inventories, and bad pizza write offs.

Analyzing Proto Labs, Inc. (PRLB), account receivables, payables, and settling your restaurant tab.

Analyzing JPMorgan Chase & Co. (JPM), return on equity (ROE), and the smartest guy on wall street.

Analyzing Broadcom Inc. (AVGO), opex expense ratios, and focusing on future growth over the present.