This is a very special episode. I have Ted Theodore from Trimtabs Asset Management. Trimtabs was one of the first, if not the first firm to track flows of funds. Ted discusses how they approach investing by primarily looking at key factors such as cash flow per share and share count.
Welcome to another special episode. I have Richard Hurowitz who is the publisher of the Octavian Report and CEO of Octavian Media and Octavian Holdings. He previously sold Octavian Advisers to TPG back in 2013. In this episode, we discuss his investing philosophy and the Octavian Report.
I have a very special episode with Dr. Craig Callahan, Founder of ICON Advisers. He explains his approach to investing and why traditional ratios do not work and a more robust method is needed.
This is a very special episode. I have Rachel Carpenter, the CEO and cofounder of Intrinio. We will be discussing her story and how the company started.
Brad, the director of research at Celent, talks about his recent report on Emerging Trends in Alternative Data. I encourage everyone to check out the report. We discuss the trends and players in the space.
I have a very special guest, Stephen Hazelton, who is the founder of Street Diligence. Stephen discusses the Toys-R-US bankruptcy and the details about the debt.
This week's episode was recorded live by Raul Panganiban at the office of Amit. In this episode, we discuss investment philosophy, risk, and how to utilize travel for investment ideas.