Episode 42 - Conor at Occasio Capital 2 (Twitter @InvestmentTalkk) - Kura Sushi US, Etsy, Match Group, Crowdstrike

In this episode Conor at Occasio Capital (better known by his Twitter handle @InvestmentTalkk) re-joins us to discuss Kura Sushi US, Etsy, Match Group & Crowdstrike.  He also takes a couple of more general questions from listeners too.  For Conor's free deep dive into Kura Sushi US see https://investmenttalk.substack.com/p/kaitensushi-kura-sushi-us-90d  For the article Conor referred to in relation to intangible assets see https://www.morganstanley.com/im/en-us/financial-advisor/insights/articles/the-impact-of-intangibles-on-base-rates.html  $etsy $crwd $krus $mtch