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The Education of a Value Investor
Guy Spier
61 episodes
2 months ago
I'm a work in progress. This podcast documents my ongoing quest for wealth, wisdom and enlightenment. The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.
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Investing
Business,
Management,
Entrepreneurship
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All content for The Education of a Value Investor is the property of Guy Spier and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
I'm a work in progress. This podcast documents my ongoing quest for wealth, wisdom and enlightenment. The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.
Show more...
Investing
Business,
Management,
Entrepreneurship
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From Data Overload to Data Impact with Ritavan
The Education of a Value Investor
1 hour 6 minutes 36 seconds
2 months ago
From Data Overload to Data Impact with Ritavan
In this episode, Guy Spier speaks with Ritavan and Paaras about how businesses can unlock real value through data—not by chasing trends like AI or cloud, but by leveraging data purposefully. Ritavan shares insights from his book Data Impact, discussing how legacy companies often fall into the trap of tech commoditization. Learn how to: - Use data leverage for outsized returns - Prioritize high-impact “leverage tasks” like dynamic pricing - Avoid wasteful tech adoption and focus on differentiation - Apply real-world examples from Walmart, Octopus Energy, Bajaj Finance & more Full transcript available here: https://aqfd.docsend.com/view/sqgp7wsixsgvevsk Contents: (00:00:00) Introductions and First Impressions (00:05:25) Ritavan’s Journey and Cultural Insights (00:17:52) Writing “Data Impact” and Global Examples (00:29:18) Data Strategy for Legacy Businesses (00:41:32) Big Bets and Data as Leverage (00:50:30) Content Strategy and Power Laws
The Education of a Value Investor
I'm a work in progress. This podcast documents my ongoing quest for wealth, wisdom and enlightenment. The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.