Explain It to Me Please
Tim BakerBreaking down business strategies and financial reports of companies I follow. Not financial advise, not investment advise, AI audio analysis from AI-generated financial reports looking at the latest financial reports from SEC filings, investor relations content, management comments, analyst reports and business and industry publications that are publicly available..
| Publishes | Daily | Episodes | 163 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
Marvell Technology Inc. (NASDAQ: MRVL) operates as a fabless semiconductor supplier specializing in data infrastructure solutions, spanning the data center core to the network edge. Over the trailing five-year period, the company has executed a profo... more
Applied Materials, Inc. (AMAT) stands as the world’s preeminent supplier of semiconductor wafer fabrication equipment (WFE) and display manufacturing systems. The company operates at the foundational level of the global digital economy, providing the... more
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Apple Podcasts | #37 |  South Korea/Business/Investing |
Apple Podcasts | #128 | South Korea/Business |
Apple Podcasts | #164 |  Finland/Business/Investing |
Apple Podcasts | #243 |  Hong Kong/Business/Investing |
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Frequently Asked Questions About Explain It to Me Please
What is Explain It to Me Please about and what kind of topics does it cover?
This show delivers data-driven explorations of company fundamentals and market dynamics, with a strong emphasis on how macro forces, policy shifts, and industry-specific trends shape investment outcomes. Across episodes, the hosts dissect earnings, backlogs, capital allocation, and strategic pivots in areas like AI infrastructure, nuclear and defense-related tech, tariffs, and geopolitical risk. They couple rigorous financial scrutiny with narrative threads around management incentives, regulatory headwinds, and the potential for dramatic shifts in capital markets, offering a framework for institutional and sophisticated individual investors navigating a rapidly evolving tech-enabled economy. A notable trait is the consistent focus on risk-... more
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Which podcasts are similar to Explain It to Me Please?
These podcasts share a similar audience with Explain It to Me Please:
1. Chip Stock Investor Podcast
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3. Odd Lots
4. Unhedged
5. Thoughts on the Market
How many episodes of Explain It to Me Please are there?
Explain It to Me Please launched 3 months ago and published 163 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on Explain It to Me Please?
Recent guests on Explain It to Me Please include:
1. Waheed Nawabi
2. Sean Woodward
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