Thomas Li (CEO, Daloopa) and Nic Lin (Anthropic) go deep on a practical AI stack for fundamental investors: Daloopa’s verified historicals as the trusted context, Anthropic’s Claude as the thought partner. They unpack the “retrieve → analyze → create” workflow, why the mechanical Excel work should be automated, and how auditors can trace every number back to source. Real use cases include ranking companies on guide-vs-actuals accuracy and screening PE takeout risk without building 50 LBOs. They cover MCP integrations, file creation and artifacts, finance-grade benchmarks, outcome-based pricing, and an open ecosystem that meets analysts in Excel, PowerPoint, email, and more. The roadmap: virtual collaborators that proactively suggest tasks, deeper data integrations, and institution-ready outputs—so you spend less time updating models and more time making calls you can defend.
To learn more about our MCP please visit: https://daloopa.com/products/mcp
Once the gold standard in semiconductors, Intel now finds itself years behind the AI curve, with declining margins, internal dysfunction, and an identity crisis. Can a new CEO with a quiet but proven track record bring it back?
In this episode of InDaloop, Thomas Li (Daloopa) and David Rynecki (Blue Heron) sit down with tech researcher and author Luke Dormehl to unpack the fall of Intel — and whether Lip-Bu Tan, the seasoned turnaround CEO behind Cadence’s revival, has what it takes to pull off the same feat here.
You’ll hear:
Why Intel missed the AI wave while competitors surged
The cultural rot inside the company — and why it matters
What made Andy Grove’s Intel great — and where it all unraveled
Why Lip-Bu Tan’s style could be exactly what Intel needs now
And what it would really take to rebuild trust, growth, and relevance
If you’re watching the chip war unfold, this is the strategic deep dive you’ve been waiting for.
For more information on Daloopa, visit: www.daloopa.com
For more information on BHRP, visit: https://www.blueheronrp.com/
In this episode, David, Thomas, and Keith delve into the challenges faced by Starbucks under CEO Brian Niccol's leadership. They explore the company's declining sales amidst competition from emerging brands like Luckin Coffee, emphasizing the need for a cultural and operational reset. The discussion highlights Niccol's charismatic leadership style and the strategies being implemented to revive the Starbucks brand and enhance consumer experience.
For more on Daloopa, please visit - www.daloopa.com
For more on BHRP, please visit - https://www.blueheronrp.com/
In this episode of InDaloop, we’re kicking off a new season with a new voice. Thomas Li, CEO of Daloopa, is joined by his new co-host David Rynecki, founder of Blue Heron Research Partners. David brings decades of experience in investigative diligence, helping investors evaluate leadership teams and cultural dynamics behind the numbers.
Together, they unpack the unraveling story of UnitedHealth—from management shake-ups and regulatory probes to questionable Medicare strategy and margin collapse. With special guest Keith Epstein, head of healthcare coverage at Blue Heron, this episode blends qualitative and quantitative insights to help investors understand what really went wrong—and what to watch for next.
In this episode, Thomas Li and Josh Burwick break down the recent market turmoil sparked by tariff announcements and their far-reaching implications on inflation, trade deficits, and corporate strategies. They dive into the complexities of tariff calculations, the ripple effects on the dollar, and how businesses are adjusting their pricing and guidance in the face of uncertainty. With hedge funds navigating this volatile environment using advanced risk models, they discuss how tariffs are impacting sectors differently and the future of trade relations. Tune in for a candid conversation on how companies and investors are adapting to a rapidly changing global landscape
In this episode, Thomas Li welcomes back investor and portfolio manager Josh Burwick to unpack the renewed focus on tariffs following Trump’s declaration of April 2nd as “Liberation Day.” They explore why tariffs hit companies unevenly—especially those in autos and IT hardware—and how uncertainty around supply chains, manufacturing shifts, and geopolitical exposure is sending shockwaves through the market.
Josh shares first-hand experience navigating tariffs as a former CFO, while Thomas breaks down why traditional models aren’t built to account for geographic revenue or fixed asset exposure—and why that needs to change fast. The conversation covers:
With market volatility rising and uncertainty reigning, this is a must-listen for anyone trying to model through the noise.
In this episode of InDaloop, host Thomas Li welcomes Jerry Diao, also known as Richard Toad, an experienced equity research analyst and blogger. They dive into the world of sell-side research, discussing Jerry's career journey from an actuary to a prominent figure in equity analysis. Jerry shares invaluable insights on what it takes to succeed in the sell-side landscape, emphasizing the importance of relationship-building, resilience, and the ability to tell compelling stories. The conversation explores how analysts can differentiate themselves in a crowded market, the significance of understanding market narratives, and how effective communication can lead to greater success. Tune in for a mix of career advice and professional storytelling that can elevate your understanding of the investment research field.
For more on Richard Toad visit: https://www.richardtoad.com/
For more on Daloopa visit: www.daloopa.com
In this episode of the Indaloop podcast, host Thomas Li welcomes MBI Deep Dives. They delve into MBI's unique approach to selecting companies for his deep dives, emphasizing the importance of building a watch list and understanding business models over rigid screening processes. MBI shares insights into the traits of successful companies, particularly focusing on secular winners like Sherwin-Williams, and discusses how a company’s ability to adapt and maintain strong customer relationships is vital for long-term success. The conversation highlights the nuances of investing, the relevance of subscription models, and the significance of consistently delivering value to customers.
For more on MBI Deep Dives visit - https://mbideepdives.substack.com/
For more on Daloopa and to set up a free account visit - Daloopa.com
In this episode of the InDaloop Podcast, host Thomas Li welcomes Edwin Dorsey, founder of The Bear Cave, to discuss the often-overlooked world of short selling. Edwin shares his unique insights into the art of shorting stocks, highlighting how he identifies companies that mislead investors or harm customers. They explore the motivations behind short selling, the challenges faced by activist short sellers, and the importance of investigative journalism in finance. Tune in as they delve into strategies for uncovering market inefficiencies and the ethical considerations that come with exposing problematic businesses.
To subscribe to The Bear Cave visit: https://thebearcave.substack.com/
For more on Daloopa visit: www.daloopa.com
In this episode of InDaloop, Thomas Li addresses common questions from buy-side analysts about maximizing efficiency during earnings season. He shares actionable strategies for spotting trends, managing data overload, and leveraging Daloopa's tools to streamline model updates, ensuring analysts can focus on insights rather than manual tasks.
In this episode, Thomas Li sits down with Ravee Mehta, founder and CIO of Nishkama Capital LLC, to explore the unique strategies that have shaped his approach to investing. From understanding behavioral biases and developing an “empathetic edge” to balancing risk and reward in a dynamic portfolio, Ravee shares valuable insights from his years in the hedge fund world. Whether you're a seasoned analyst or an aspiring PM, this conversation offers a rare look into the mindset behind building a successful investment fund. Don't miss these actionable tips on navigating today’s market complexities!
This podcast is provided for general market commentary and educational information purposes only. This communication is not an offer or solicitation with respect to the purchase or sale of any security including any security of any fund or account that Nishkama Capital LLC manages or offers. The information contained herein includes or is based upon various assumptions and opinions concerning various matters, the accuracy of which cannot be assured. Any such opinions or assumptions provided herein are subject to change without notice.
In this episode of InDaloop, Thomas Li discusses the concept of volatility in the financial markets, particularly in the context of recent record-breaking fluctuations driven by fears of recession and Fed actions. He breaks down volatility's key role in option pricing through models like Black-Scholes, explaining how options have intrinsic and extrinsic values. Volatility serves as a gauge of market fear, which is reflected in tools like the VIX, often called the "fear index." Li highlights the connection between rising volatility and increased demand for portfolio insurance via options, and how investors can use implied volatility to understand broader market sentiments or specific securities. Finally, he emphasizes the importance of time as a cost factor in volatility, particularly in relation to options nearing expiration.
In this episode of InDaloop, Thomas Li breaks down the ins and outs of landing a junior analyst role at a hedge fund. From the unstructured recruiting process to nailing the technical interviews and case studies, Thomas offers key insights on how to stand out and secure a role in the competitive hedge fund space. Whether you're transitioning from investment banking or consulting, this episode provides practical advice for navigating the unique challenges of hedge fund recruiting.
Private equity recruiting, specifically on-cycle recruiting, is a unique and intense process that differs significantly from traditional job recruiting. It typically starts 6-12 months before the expected start date and involves filling analyst or associate positions for multiple private equity funds within a few hours. On-cycle recruiting requires extensive preparation, including mastering technical skills and building a network of recruiters and industry professionals. The process involves a series of one-on-one interviews to assess technical knowledge, personality traits, and commitment to the job. Candidates may also be presented with case studies to test their modeling and business analysis skills. The final stage is receiving and accepting an offer, which often happens in the early hours of the morning. Leaving the current job for an interview is expected in investment banking, and building relationships through alumni networks and LinkedIn is crucial for expressing interest in private equity.
In this episode, Thomas Li interviews Justin Rothhaupt, Senior Solutions Engineer at Daloopa and former sell-side analyst, about the job of a sell-side analyst and the key moments and milestones in the role. They discuss the importance of being inquisitive, balancing repetitive tasks with curiosity, and the preparation required for earnings season. They also explore how sell-side analysts differentiate themselves, the role of research notes, and the value of interactions with clients. The conversation highlights the need for automation to save time and focus on value-added tasks
Private equity recruiting, specifically on-cycle recruiting, is a unique and intense process that differs significantly from traditional job recruiting. It typically starts 6-12 months before the expected start date and involves filling analyst or associate positions for multiple private equity funds within a few hours. On-cycle recruiting requires extensive preparation, including mastering technical skills and building a network of recruiters and industry professionals. The process involves a series of one-on-one interviews to assess technical knowledge, personality traits, and commitment to the job. Candidates may also be presented with case studies to test their modeling and business analysis skills. The final stage is receiving and accepting an offer, which often happens in the early hours of the morning. Leaving the current job for an interview is expected in investment banking, and building relationships through alumni networks and LinkedIn is crucial for expressing interest in private equity.
For more on on-cycle recruiting check out Thomas' post on LinkedIn: https://www.linkedin.com/pulse/cycle-recruiting-private-equity-101-thomas-li-p1p9e/?trackingId=tBHf%2BR8daJYwrA2ZNWIahg%3D%3D
Nate Snyder, founder and CEO of Papyrus and former buy-side analyst and portfolio manager, discusses his journey from the buy side to starting a company that focuses on indexing unindexed audio and video content. The goal of Papyrus is to provide tools that drive time efficiency for analysts and portfolio managers. The conversation explores the value of time in the investment industry and the need for tools that can synthesize and extract insights from large amounts of content. Nate emphasizes the importance of augmenting analysts rather than replacing them and the potential for Papyrus to expand beyond the finance industry.
For more on Nate Snyder visit his LinkedIn profile here: https://www.linkedin.com/in/nathanwsnyder/
For more on Daloopa visit: https://daloopa.com/
In this episode, Thomas Li interviews Justin Rothhaupt, Senior Solutions Engineer at Daloopa and former sell-side analyst, about the job of a sell-side analyst and the key moments and milestones in the role. They discuss the importance of being inquisitive, balancing repetitive tasks with curiosity, and the preparation required for earnings season. They also explore how sell-side analysts differentiate themselves, the role of research notes, and the value of interactions with clients. The conversation highlights the need for automation to save time and focus on value-added tasks.
For more info on Justin please visit: https://www.linkedin.com/in/justin-rothhaupt/
For more on Daloopa visit: www.daloopa.com
Andrew Meister, Senior Equity Research Analyst at Thrivent Asset Management, discusses the evolution of financial software and the importance of accuracy in the industry. He shares his experience with tools like Lotus and Excel, highlighting the key features that made Excel more popular. He emphasizes the need for accuracy in financial data and the value of tools that free up time for analysts and portfolio managers to focus on alpha-generating work.
You can find Andrew here: https://www.linkedin.com/in/andrew-meister-7254104/
For more on Daloopa visit: www.daloopa.com
Abraham Thomas, co-founder of Quandl, discusses the unique characteristics of data businesses and their economic models. He highlights the differences between data companies and software companies, the challenges and advantages of data collection, and the structural and financial differences between data and software businesses. The conversation also explores the concept of minimum viable data sets, the value of data quality, and the accelerating nature of data businesses over time.
For more on Abraham Thomas click here: https://www.linkedin.com/in/athomasq/
For more on Daloopa visit: www.daloopa.com
