On this episode we talk about a recent memo on how investors can influence businesses and what is difference between being a public versus private company. The memo we draw on is called "From Private to Public Markets: The Detrimental Impact of Investors' Expectations" and can be found here.

We recently found out we have a *duplicate Spotify feed* and will be *removing* it this week. Please follow this correct Spotify feed just called "The Synopsis" to keep getting our content!

-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) Intro

(1:21) Two Extremes of Investing

(6:49) Reflexivity, Difference Between Analyst and Operator

(19:36) Risk Embedded in Assumptions were Too High, Illustration

(23:57) The Role of Narrative

(28:24) Conclusion

-*-*-*-*-*-*-*-*-*-*-

Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!

Sign up for Speedwell's free newsletter and weekly memos here

*-*-*-

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Dialogue. When Investors Drive the Narrative

The Synopsis

Dialogue. When Investors Drive the Narrative