“As this interest free loan is called in, CATL's funding model face a painful readjustment, stripping away the cash used for buybacks and dividends.”
→ Read the source episode
CATL's days payable outstanding decreases materially and operating cash flow to net income ratio normalizes closer to 1.0x, reducing discretionary cash for buybacks/dividends.
Uber will deploy 35,000+ Lucid Gravity SUVs with Neuro autonomous driving in SF Bay Area by late 2026 and Houston by mid-2027
Alex Karp predicts Palantir will grow at a rate equal to or above US commercial business growth (approximately 150% YoY) for the next 18 months.
Kyle Grieve predicts AppLovin's EV/EBITDA multiple will compress from current 19x to approximately 13x as growth decelerates.
Ian Cassell predicts his microcap fund will beat the S&P 500 over the long term.
Kyle Grieve predicts AppLovin will compound revenue at approximately 17% annually over the next five years, decelerating from current 47% guidance.
Uber and Zipline will bring drone delivery to millions of Americans by end of 2029
Summaries are ours; the quote is a verbatim transcript excerpt. Our resolution criteria are editorial and disputable. How this works.