Investing With IBD

Ep. 122: Rayna Lesser Hannaway: Finding Companies On The Right Side Of Change

Jul 22, 2021
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1
Introduction
00:00 • 3min
2
The Volatility of the Small Cap Market
03:10 • 3min
3
The Importance of Having a Proper Position for Growth
06:20 • 3min
4
Navigating the Pandemic
09:20 • 4min
5
The Qualitative Versus the Quantitative Analysis of a Business
13:18 • 3min
6
The Importance of Understanding the Unit Level Economics of a Business
16:09 • 2min
7
How to Distil Relevant Information
17:55 • 2min
8
The Paradigm Shift in Investing
20:12 • 2min
9
The Paradigm Shift in Consumer Behavior
22:24 • 2min
10
How to Invest in a Flywheel Company
23:55 • 4min
11
The Importance of Digital Transformation in Business
27:42 • 4min
12
The Future of Investing
31:58 • 5min
13
Globont's 24% Annual Growth Rate
37:13 • 2min
14
Etsy's Performance During the Pandemic
39:13 • 5min
15
The Growth of GM V
44:06 • 2min
16
Etsy's AI-Powered Matchmaking Platform
45:40 • 2min
17
The Evolution of Etis
47:38 • 2min
18
The Potential of Pet Insurance in the US
49:23 • 5min
19
How to Invest With IBD
54:45 • 2min