David Diranko

David Diranko, a 29-year-old mathematician and founder of Diranko Capital, shares his unique journey from data science to contrarian investing. He discusses how mathematical rigor shapes his investment strategies, focusing on probabilistic thinking and the value of small-cap European markets. David openly describes the benefits of publishing his research for community building while addressing the challenge of balancing transparency with proprietary insights. He delves into investing in predictable businesses facing temporary issues and the importance of cash flow in valuations.