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How Smaller Companies Beat Giants | Equity Research: How to Detect BS

How Smaller Companies Beat Giants | Equity Research: How to Detect BS

FromThis Week in Intelligent Investing


How Smaller Companies Beat Giants | Equity Research: How to Detect BS

FromThis Week in Intelligent Investing

ratings:
Length:
64 minutes
Released:
Jan 16, 2021
Format:
Podcast episode

Description

In this episode, John Mihaljevic hosts a discussion of:
How smaller companies can beat giant corporations: Elliot Turner argues that singular focus around a core essence allows smaller companies to compete successfully against much larger competitors. Examples include Roku vs. Google/Amazon, Grubhub vs. Uber, and Dropbox vs. Google/Microsoft.
How to detect "BS" in company communications: Phil Ordway talks about "baloney" detection, or how not to be swayed by communications intended to sugarcoat, obfuscate or deceive investors. We discuss questionable practices and communication methods employed by some companies.
Enjoy the discussion!
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.
Released:
Jan 16, 2021
Format:
Podcast episode

Titles in the series (95)

This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion, featuring Chris Bloomstran of Semper Augustus Investments Group, Phil Ordway of Anabatic Investment Partners, Elliot Turner of RGA Investment Advisors, and other thought-leading investors. The podcast is to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your host is John Mihaljevic, Chairman of MOI Global.