Home
Categories
EXPLORE
True Crime
Comedy
Business
Society & Culture
Sports
History
News
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/9d/4e/ac/9d4eac06-c7a7-923f-62fb-205a6f42a0ee/mza_3301326140927102045.jpg/600x600bb.jpg
Rebellious Allocations
Bastion Fiduciary
6 episodes
3 days ago
Great investments often start out as underdogs. On Rebellious Allocations, we talk to the experts trying to find them - the contrarian and disciplined capital allocators doing deep, fundamental research in a time when speculation seems more popular than ever. Hosted by the team at Bastion Fiduciary, the podcast will feature in-depth conversations with portfolio managers, specialists and company executives across a broad range of industries. Episodes will highlight the frameworks, risks, and opportunities that define long-term value creation and bring a grounded perspective to today’s market.
Show more...
Investing
Business
RSS
All content for Rebellious Allocations is the property of Bastion Fiduciary and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Great investments often start out as underdogs. On Rebellious Allocations, we talk to the experts trying to find them - the contrarian and disciplined capital allocators doing deep, fundamental research in a time when speculation seems more popular than ever. Hosted by the team at Bastion Fiduciary, the podcast will feature in-depth conversations with portfolio managers, specialists and company executives across a broad range of industries. Episodes will highlight the frameworks, risks, and opportunities that define long-term value creation and bring a grounded perspective to today’s market.
Show more...
Investing
Business
https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/44557196/44557196-1760504381013-a0b078f14f0d4.jpg
Will Kerwin on Arista Networks (ANET)
Rebellious Allocations
56 minutes 53 seconds
1 month ago
Will Kerwin on Arista Networks (ANET)

Morningstar tech analyst Will Kerwin joins Rebellious Allocations to discuss networking's role (including as a bottleneck) in the AI infrastructure buildout, Arista's networking hardware and software portfolio, the competitive landscape, growth opportunities, and Arista's "wide" moat and "exemplary" management. 

Rebellious Allocations
Great investments often start out as underdogs. On Rebellious Allocations, we talk to the experts trying to find them - the contrarian and disciplined capital allocators doing deep, fundamental research in a time when speculation seems more popular than ever. Hosted by the team at Bastion Fiduciary, the podcast will feature in-depth conversations with portfolio managers, specialists and company executives across a broad range of industries. Episodes will highlight the frameworks, risks, and opportunities that define long-term value creation and bring a grounded perspective to today’s market.