Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investment Since 2014 Host Charley Wright has interviewed CEO‘s, Chief Investment Officers, Portfolio Managers, Authors, Newsletter Writers, Economists, et al, all on the subject of ”Alternative Investments” - Equities, Private Credit, Real Estate, Tactical investment Strategies, Commodities and Metals, Unique Investment Strategies, Opportunity Zones, Defined Outcome Strategies, Disruptive Innovation Strategies, et al.
Episodes
Monday Oct 30, 2017
Hedge Fund - Meson Capital - with Ryan Morris
Monday Oct 30, 2017
Monday Oct 30, 2017
Listen to Ryan, an engineer and entrepreneur, describe the dual faceted methodology of Meson Capital in helping strong companies grow while using Machine Learning to identify potential Short positions in the public markets. Looking to build small companies (typically public companies) thru deep value evaluation, they have found that the impediment to growth of small companies with low valuations is usually poor managment, they look to improve/replace management to improve the company and stock price. With a core competency in identifying what drives change in companies and industries, they use this strength to increase the productivity and value of the company. Their second strategy is to apply Machine Learning to identifying potential short positions. This dual strategy can create opportunities in most any market condition. Listen to this very interesting conversation on the combination of activist investing and Machine Learning promtped shorting.
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