Byrne and Erik discuss company valuations, short selling, company earnings guidance, market predictions, and the behavior of companies and investors in financial markets.
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The Riff is a part of the Turpentine podcast network. Learn more: https://turpentine.co
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Check out Erik's new show
featuring a rotating cast of founders and investors sharing their requests for startups they want to exist in the world, and also their stories of navigating the idea maze in different sectors so founders don’t have to reinvent the wheel anymore.Watch and Subscribe on Substack:
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LINKS:
Byrne’s writing: thediff.co
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X / TWITTER:
@eriktorenberg (Erik)
@byrnehobart (Byrne)
@turpentinemedia (Turpentine)
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TIMESTAMPS:
(00:00) Intro
(00:44) Understanding Mispricing in Public Companies
(03:28) Case Study: Boeing's Business Value
06:29 The Role of Professional and Retail Investors
(12:07) Why Some Investors Matter More Than Others
(18:49) Sponsor: Brave
(19:51) Unpacking Risk in Investment
(25:42) Gold and Bitcoin in Investment
(28:54) On Yield, Buybacks, and Dividends
(39:11) Short Selling in Financial Markets
(51:15) Earnings Guidance and Corporate Communication
(56:17) Wrap
E17: How Quants See the World