I did a podcast with Anton Wahlman which you can hear here.
Anton’s reports at Think Equity were always insigthful and helped me think about what was going on in the industry overall.
I have a tendency to speak to a lot of people and discerning the whole picture is more than science, it’s art. I would say that Anton has this ability.
I wish him well on his new efforts, which I am sure will be revealed sometime this summer.