Videos & News

WORTH A LOOK #5

WORTH A LOOK #5

Planet MicroCap host Robert Kraft’s interview with Jeremy Deal about Meritech Capital’s recent memo “Durable Growth” Background: How have the successful SaaS companies (based on shareholder returns) created value? Meritech models the factors that contribute…

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Spotify’s 2022 Investor Day Review

Spotify’s 2022 Investor Day Review

On June 8 Spotify held its first investor day since going public in 2018. The event was excellent and did a great job of helping investors understand how disconnected the business's earning power is from price today. Spotify is a core fund position and we wanted to...

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The Unorthodox Role of JDP’s Investment Process

The Unorthodox Role of JDP’s Investment Process

Great ideas are only as good as the investment process to see them through. A tipping-point in technological adoption across nearly every sector simultaneously is unleashing a financial opportunity greater than the upside created by financial crisis. We are living in an incredible time to be investing, but the path forward…

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Explaining the Recent Failure of Value Investing

Explaining the Recent Failure of Value Investing

By Baruch Lev, Professor of Accounting and Finance, Stern School of Business, NYU, and Anup Srivastava, Canada Research Chair, Haskayne School of Business, University of Calgary Summary: Based on extensive data analysis we show that value investing has generally been...

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Endogenous Technological Change

Endogenous Technological Change

Paul M. Romer’s Nobel Prize paper (1990) on the role of endogenous technological change as the heartbeat of economic growth.

Paul M. Romer is an American economist and co-recipient of the Nobel Memorial Prize in Economic Sciences in 2018…

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WORTH  A LOOK “Battle for The Living Room”

WORTH A LOOK “Battle for The Living Room”

Why we liked the video: Industry-level discussion about the debate over the future of Ad-supported tv “AVOD” (think Roku channel) versus subscription supported tv “SVOD” (think Netflix).  The panel participants were not the usual CEOs with rehearsed soundbites, but a meat-and-potatoes group that represents a rapidly growing niche of content providers…

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