Jun 18, 2021
Following last weeks dive into the Netflix success story, we get Charlie Fricker and Harry Clancy back on the podcast to discuss the future for Netflix and the competitive threats from other players in the TV streaming sector.
Jun 9, 2021
We look back at how Blockbuster made a huge mistake in not buying Netflix and what the future looks like for ITV and BT. Guests this week are Charlie Fricker of the Vermeer Global Fund and Harry Clancy of Vermeer Partners.
Jun 2, 2021
In this episode Paul talks to both Simons and Tim again about the emerging themes in Healthcare and Big Pharma.