In this Episode of The Investors Roundtable (Episode 15!), our topic we discuss is: What sectors and industries are uniquely positioned that have high TAM, and ability to grow revenues, GPM and OPM faster with increasing cash flows? And, vice versa? And why? In a nutshell, discussion on sectors and industries that are burgeoning and suffering, and why.
Most importantly, a challenge was accepted - if we get Kevin Shea's Twitter handle @thegoodprick up to 500 followers, he will do a TikTok dance challenge. This is necessary content that we all thought we didn't need, but really want to see. Let's make it happen. Follow Kevin here: https://twitter.com/thegoodprick
***ORIGINALLY PUBLISHED ON October 9, 2020 on the SNN Network YouTube Channel***
Joining us today was:
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Kelvin Seetoh, Slingshot Capital
Kevin Shea, Full-time Private Investor/MicroCapClub Contributor