Notes From The Beauty Contest

<p><a href="https://x.com/crashkolnikov" target="_blank" rel="noopener noreferer">@crashkolnikov</a> on X, and author of <a href="https://notesfromthebeautycontest.substack.com/" target="_blank" rel="noopener noreferer">Notes From The Beauty Contest Substack</a>, joins the show. Notes From The Beauty Contest is a long form Substack that focuses on stocks that are somewhat under covered elsewhere. It got its start with a deep dive into Regeneron, which is a primary focal point of this discussion. We hope you enjoy. </p><p><br></p><p><br></p><p><strong>Sponsorship Information</strong></p><p>Thank you to <a href="https://www.trytrata.com/">⁠⁠⁠⁠⁠⁠⁠Trata⁠⁠⁠⁠⁠⁠⁠</a> for sponsoring the show.</p><p>If you&#39;re listening to this podcast, you&#39;ll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to <a href="http://trytrata.com/BREWSTER">⁠⁠⁠⁠⁠⁠⁠trytrata.com/brew⁠⁠⁠⁠⁠⁠⁠</a> </p><p><br></p><p>OG Sponsor Shoutout:</p><p>Thank you to <a href="fiscal.ai/brew">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> for sponsoring the show. </p><p><br></p><p><strong>DISCOUNT INFO:</strong> If you use the affiliate link <a href="fiscal.ai/brew">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. <strong>About </strong><a href="fiscal.ai/brew">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠<strong>Fiscal.ai</strong>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p><a href="fiscal.ai/brew">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> is the complete modern data terminal for global equities.</p><p>The <a href="http://fiscal.ai/brew">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> platform combines a powerful user experience with all the financial data capabilities that professional investors need. </p><p>Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. </p><p>And unlike legacy data terminals where it can take hours or even days, <a href="http://fiscal.ai/brew">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>’s data is updated within minutes of earnings reports. </p><p><a href="http://fiscal.ai/brew">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> also tracks all the company-specific Segment &amp; KPI data so you don’t have to. </p><ul><li><p>Like to track Amazon’s Cloud Revenue? They’ve got it.</p></li><li><p>How about Spotify’s premium subscribers? </p></li><li><p>Or Google’s quarterly paid clicks?</p></li></ul><p>They’ve got all of it.</p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p>