On this episode we talk about a recent memo on how investors can influence businesses and what is difference between being a public versus private company. The memo we draw on is called "From Private to Public Markets: The Detrimental Impact of Investors' Expectations" and can be found here.  

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Show Notes

(0:00) Intro

(1:21) Two Extremes of Investing 

(6:49) Reflexivity, Difference Between Analyst and Operator 

(19:36) Risk Embedded in Assumptions were Too High, Illustration 

(23:57) The Role of Narrative 

(28:24) Conclusion

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/