Random Ramblings July 2024: stock price driving narrative + investing in products you don't like

Jul 25, 2024

In this podcast, Andrew rambles about small cap performance, buybacks, and how stock prices drive narratives. He dives into CEO changes, due diligence on companies one doesn't like, alternative data, and idea dinners. The episode covers investing in products you dislike, highlighting the importance of firsthand experience. With insights on market stress and the influence of stock prices on storytelling, the podcast offers a unique perspective on investing.

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Intro

00:00 • 2min

Analyzing Recent Market Performance and the Influence of Stock Prices on Narrative

01:33 • 7min

Analyzing the Impact of CEO Changes on Companies' Success

08:29 • 2min

Challenges of Diligencing and Investing in Products You Don't Use

10:27 • 4min

Investing in Products You're Not Familiar With, Alternative Data, and Idea Dinners

14:04 • 9min

Welcome to the July 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: small cap performance, buybacks, stock price drives narrative, CEO changes, due diligence on companies you don't like (i.e. don't like the product or service personally), alternative data and idea dinners.

Posts mentioned during pod:

On the stress of market melt ups: https://www.yetanothervalueblog.com/p/weekend-thoughts-the-stress-of-market

On stock prices driving narrative: https://www.yetanothervalueblog.com/p/weekend-thoughts-bonus-stock-prices Chapters:

[0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Tegus

[2:18] Small cap performance, buybacks

[5:15] Stock price drives narrative

[8:35] CEO changes

[10:42] Due diligence on companies you don't like (i.e. don't like the product or service personally)

[16:28] Alternative data

[18:55] Idea dinners

Today's sponsor: Tegus

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