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