Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders Brian Gonick, Co-CIO of Senvest — Diamonds in the Rough: Finding the value that everyone else ignores
Summary:
Investing in stocks that the market has passed by is certainly risky, but that's right where Co-Chief Investment Officer Brian Gonick and his team at Senvest find value. Through strong understanding of management, a discerning eye, and techniques adopted from the CIA, Senvest find stocks with the potential for exponential long-term growth.
Brian Gonick highlights how Senvest look to invest over an extended period of time, showing how important they view their horizons. To be part of the Senvest journey, you need to understand a thing or two about community. Developing strategies and building networks are two pieces of the investment puzzle, as far as Senvest are concerned.
On this episode, we'll understand how Brian and his company set out to bring companies together for a brighter and more profitable future. For Senvest, getting from point A to B is the ultimate goal, but they believe as long as milestones are being hit, success will follow.
Highlights:
- Outlining Senvest's investment strategy (0:19)
- How they implement FBI questioning tactics with potential companies (7:15)
- Brian's biggest success story (9:52)
- When situation trumps sector (14:06)
- Examples of the view on value to growth (15:41)
- How Senvest is using data like never before (20:31)
- Why hitting milestones and achieving expectations is key for Senvest (27:08)
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If you have questions about the show or topics you'd like discussed in future episodes, email our producer, andrew@lowerstreet.co