Evolution of Target Audience and Desire to Cater to Larger Clients

The chapter discusses the evolution of stratosphere.io's target audience from self-directed investors to professional firms and small family offices. They express a desire to serve larger investment banks but currently lack the capability to navigate their complex buying processes.

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Episode notes

Kyle Grieve chats with Braden Dennis about his entrepreneurial history and how it impacted his stock investing, how his background in engineering has helped him solve problems, why he created FinChat and where he sees it going in the future, his investing philosophy, the future of AI for finance use cases, how he utilizes KPIs in investing using technology, why he’ll regret not owning Costco, and a whole lot more!

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

01:52 - The importance of quality investments.

18:25 - How FinChat has trained its AI to overcome mathematical limitations.

22:00 - What Braden likes about Crowdstrike.

22:00 - How AI will free up time for investing professionals shortly.

23:49 - The importance of keeping an open mind to potential investments.

34:01 -Why over-diversification is pointless.

40:50 - Why Braden likes Constellation Software so much.

40:50 - About concentrated investing.

43:51 - Why Costco is such an incredible business.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Braden’s AI-driven investing platform FinChat here.
Subscribe to Braden’s podcast “The Canadian Investor” here.
Check out the books mentioned in the podcast here.

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