← Zotefoams
What podcasts say about Zotefoams
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Zotefoams
4 statements · 3 positive · 1 mixed
Zotefoams’ high-tech foam products have higher margins and lift overall margins.
“Their high-tech foam, which is that last part, has better margins, which is lifting the overall business margins.”
Open the episode · Amazon and Google Earnings Crash; Crocs Rebound; Buying The Adyen Dip? $CROX $ADYEN $AMZNListen at 1:00:25
Zotefoams may benefit from semiconductor demand but face AI bullwhip risk.
“there could be a semiconductor winner, but also kind of maybe an AI bullwhip candidate.”
Open the episode · Amazon and Google Earnings Crash; Crocs Rebound; Buying The Adyen Dip? $CROX $ADYEN $AMZNListen at 1:00:50
Zotefoams’ land accounting understates balance-sheet strength.
“the balance sheet is a little stronger than it says on the accounting figures.”
Open the episode · Amazon and Google Earnings Crash; Crocs Rebound; Buying The Adyen Dip? $CROX $ADYEN $AMZNListen at 1:02:10
Zotefoams is a good company with a favorable long-term outlook.
“We like soap firms. We've been a multi-year bulls on it. It's a good company.”
Open the episode · Paul’s Podcast - Fri 16 Oct 2026Listen at 30:01
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.