Electricity went out while the guys were about to record this episode (JPS and load shedding, looks like $WIG.ja definitely has increased demand from JPS to fill in the future 🤔). While waiting on the electricity to return, they started talking and when the power came back, they just hit record and continued speaking. The conversation went pretty long (over 3 hours), so they decided to split the this one over 2 episodes. This is Part 1.

They cover a bunch of companies, their internals, how they feel about them, their possible biases and a whole lot more. No guest this week, just gems. Give it a listen and leave a 5 star review if you liked it.

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