Podcast #84: Sleepwell and Enlightened are allied in the $ALLY bull case
yetanothervaluepodcast.substack.com
Enlightened Capital and Sleepwell Capital discuss their bull thesis for Ally. Note that each has chosen to remain anonymous, so their faces are blurred in the YouTube below. You can find my prep notes for ALLY here. Please follow the podcast on Spotify
Podcast #84: Sleepwell and Enlightened are allied in the $ALLY bull case
Podcast #84: Sleepwell and Enlightened are…
Podcast #84: Sleepwell and Enlightened are allied in the $ALLY bull case
Enlightened Capital and Sleepwell Capital discuss their bull thesis for Ally. Note that each has chosen to remain anonymous, so their faces are blurred in the YouTube below. You can find my prep notes for ALLY here. Please follow the podcast on Spotify