93 - OTC Markets Business Analysis with Ralph Molina of Midstory Ventures

How to connect with Ralph Molina Website: MidStoryVentures.com Twitter: @RalphAtMidstory Email: [email protected]  Mental Models discussed in this podcast: Float Infinite Return on Capital / Free Growth Arbitrage Pricing Power Unit Economics Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle: @TreyHenninger YouTube Channel: DIY Investing Support the Podcast on Patreon This is a podcast supported by listeners like you. If you’d like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at DIYInvesting.org/Patron. You can find out more information by listening to episode 11 of this podcast. Show Outline The full show notes for this episode are available at https://www.diyinvesting.org/Episode93 Midstory Ventures Partnership  Investment club 3 partners Building an investment history Seeking partners  OTC Markets Business Analysis ($OTCM) Business Model Overview Segments: Listings Trading Data Float Pricing Power What scuttlebutt did you perform? How good is management? How do you feel about management compensation? What about dilution? What does it mean for OTC Markets to have infinite returns on capital? How do you see future growth playing out? OTC Markets may have a good business today, but how durable is that advantage? Summary: I interviewed Ralph Molina of Midstory Ventures where we discuss a stock pick: OTC Markets. Stock Ticker: $OTCM The focus of the podcast episode is a fundamental analysis of the business with a focus on business quality, infinite returns on capital, float, and OTC Market's flywheel strategy. Listeners will learn how OTC Markets makes money and why they are a high-quality business. We also discuss scuttlebutt and key fundamental analysis factors that investors can use to value the company.