Fathom podcast

Fathom

Deepwater Asset Management

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Fathom dives deep into generational tech companies. It explores what makes the best ones great and why they will continue to matter over the next decade, focusing on lasting importance instead of the daily noise.

deepwatermgmt.substack.com

2 episodi

  • Fathom podcast

    Fathom E2: Anduril

    3/11/2026

    28:37

    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
  • Fathom podcast

    Fathom E1: Apple

    20/10/2026

    45:37

    New episode of Fathom: AppleIt's about generational tech companies, not the daily noise. Episode 1 goes back to the company we know best: Apple. What made it great, and what it needs to do to stay great for the next 20 years. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
  • Fathom podcast

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