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Investing City's Methodology: Ryan Reeves on SaaS, Research Process and Competition
Manage episode 329322029 series 3353340
Content provided by stocktalking. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by stocktalking or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
My guest today is Ryan Reeves, the founder and CEO of Investing City. Ryan is an amazing follow on Twitter (@investing_city) and I’m excited to release this interview. No one I follow reads more 10Ks and produces more high quality analysis on top tier businesses. We talk about Ryan’s research process, position sizing, evaluating expectations, re-rating drivers, processing quarterly results, churn as a key metric, SaaS pricing models and more. There are so many names covered in this pod - ROKU, FSLY, NET, CRM, U, AYX, GoodRx and more. I’m privileged to have Ryan as a guest and highly recommend giving this a listen!
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Manage episode 329322029 series 3353340
Content provided by stocktalking. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by stocktalking or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
My guest today is Ryan Reeves, the founder and CEO of Investing City. Ryan is an amazing follow on Twitter (@investing_city) and I’m excited to release this interview. No one I follow reads more 10Ks and produces more high quality analysis on top tier businesses. We talk about Ryan’s research process, position sizing, evaluating expectations, re-rating drivers, processing quarterly results, churn as a key metric, SaaS pricing models and more. There are so many names covered in this pod - ROKU, FSLY, NET, CRM, U, AYX, GoodRx and more. I’m privileged to have Ryan as a guest and highly recommend giving this a listen!
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Similar to Stock Talking
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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