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.
October 30, 2017