Rob Koyfman of Koyfin on Fundamentals, What’s Happening in the Market, and Building Tools that Level the Playing Field (EP.187)

I last sat down with Rob back in April of 2019 and we discussed the best tools for researching stocks. A lot has changed since then. 2022 is going to come down to fundamentals. Up until now it’s been a party, but the Fed is deciding to rein in the 50 year party of loose money. Stocks trading at 100 times revenue are now at 40 times, or even 20 times revenue. We’re at a point where it’s time to look at the numbers. Rob and I discuss fundamentals, what’s happening in the market, and how he thinks about building a product for a world that hasn’t cared about fundamentals for a long time. 

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Guest - Rob Koyfman, Co-founder and CEO at Koyfin 

howardlindzon.com, koyfin.com 

Twitter: @howardlindzon, @KoyfinCharts, @koyfman, @knutjensen 

linkedin.com/in/rob-koyfman-8b693317 

#fintech #invest #investment #venturecapital #stockmarket #finance 

Show Notes:

• (00:11) – Show intro
• (04:26) – Introducing Rob
• (06:59) – Seeing a turn in the market
• (08:59) – Rob gets the Stock Market bug
• (11:02) – A Bloomberg for everyone
• (13:18) – Organizing and delivering the data
• (17:48) – Relating one stock to another via fundamentals
• (28:26) – Solving real fintech data problems
• (31:50) – Individual investors want professional tools
• (35:15) – A reduction in liquidity and Fed raising rates
• (39:20) – Market pricing in rate hikes
• (42:36) – Capping the commodity cycle
• (46:34) – Looking at the generally accepted fundamentals of crypto
• (52:46) – Closing thoughts