Balaji Srinivasan - Optimizing Your Inputs - [Invest Like the Best, EP. 233]
Invest Like the Best with Patrick O'Shaughnessy
Colossus
4.7 • 2.5K Ratings
🗓️ 6 July 2021
⏱️ 106 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | This episode of Invest Like The Best is sponsored by Cannellist. |
| 0:03.4 | Cannellist is the leading destination for public company data and analysis. |
| 0:07.6 | I'd heard of Cannellist over the past few years and became more interested after meeting |
| 0:11.4 | the founder and CEO last year to pick his brain about SaaS businesses. |
| 0:16.0 | Founded by a former Bioside analyst who encountered frictions in sourcing, building, and updating |
| 0:20.6 | models, Cannellist is now used by over 300 institutions, including the largest money managers |
| 0:26.1 | in North America and by a number of guests on this show. |
| 0:29.8 | With detailed company specific models on virtually every investable public equity, Cannellist |
| 0:34.5 | clients are able to react more quickly. |
| 0:37.4 | If you've been scrambling to keep up with the deluge of IPOs and SPACs these days, Cannellist |
| 0:41.8 | has models on Marquetta, Oatley, Grab, and everything in between. |
| 0:45.8 | Their pre-IPO models are built as soon as the S1 hits and include all segments, KPIs, |
| 0:51.2 | and non-GAP figures. |
| 0:52.8 | If you're a professional equity investor and haven't talked to Cannellist recently, |
| 0:56.3 | you should give them a shout. |
| 0:57.7 | Learn more and try Cannellist for yourself at cannellist.com-patrec, that's C-A-N-A-L-Y-S-T-.com-slash-patrec. |
| 1:06.7 | If you're curious to hear more about Cannellist, stay tuned at the end of the episode where |
| 1:10.3 | I talk to Cannellist customer Ryan Cope from American Century Investments to discuss Cannellist |
| 1:15.2 | in more detail. |
| 1:16.5 | This episode of Invest Like The Best is sponsored by 8 Sleep. |
| 1:20.2 | 8 Sleep's new pod pro cover is the easiest and fastest way to sleep at your perfect temperature. |
| 1:25.7 | It pairs dynamic cooling and heating with biometric tracking to offer the most advanced solution |
... |
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