Equity Mates Investing PodcastAllbirds' brazen move, Saudi’s abandoning LIV golf and Bryce’s investing strategy explainedDCF As A Sense Check
23:46–24:19 · 33s
Bryce reframes valuation: the product quality, moat, and reinvestment discipline matter more than a precise DCF; the model is a sanity check, not the north star.