David is a passionate investor, and wonderful writer, who shares his insights, and observations in his popular blog.

My guest today is David Diranko. We met at Guy Spier’s VALUEx earlier this year, and spoke since. David is a very thoughtful investor who writes about his process, which rhymes with my philosophy in many ways, though we might be drawn to different hunting grounds. I greatly appreciate his perspective and insights that combine both his passion for investing, and background in data science and machine learning.

David shares his investment research on his blog, contrariancashflows.com . To gain an edge in the market, he focuses on small companies in overlooked or neglected regions and sectors. When he is not researching companies or writing for his blog, David works as a Data Scientist and Machine Learning Engineer for IBM, and he enjoys spending time with his wife and son.

David holds a BSc in Business Mathematics from LMU Munich and an MSc in Mathematics in Data Science from the Technical University of Munich.

David's blog:

https://contrariancashflows.com/

David's twitter:

https://x.com/DavidDiranko

David's LinkedIn:

https://www.linkedin.com/in/david-diranko/

David shares insights on how to look for temporary issues or challenges in businesses that can be resolved over time. My guest talks about considering the contrarian aspect of investing, going in when others are not interested.

David tells me that math and numbers can provide comfort and a framework for investing. My guest talks about thinking probabilistically and considering risk as a subjective factor in investing. We discuss the accelerating shift in technology and how businesses can change rapidly within a few years.

David emphasizes the importance of continuous learning and adjusting expectations in investing, especially with a longer time horizon. My guest talks about buying tailwinds at a discount and recognizing optionality for successful investments.

We discuss how AI has the potential to empower and enhance human decision-making, but it also has limitations and requires transparency and data ownership. David shares the value of being part of a community of like-minded investors for support, ideas, and feedback.

Stay tuned until the end, when my guest talks about how success in investing is not just about financial gains but also about maintaining a balanced and fulfilling personal life.

Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Podcast Program – Disclosure Statement

David Diranko: Contrarian Cashflows, How to Find Opportunities Where Few Dare to Look

Talking Billions with Bogumil Baranowski