In this episode of Yet Another Value Podcast, host Andrew Walker welcomes returning guest Shomik Ghosh for a deep dive into Clearwater Analytics (C-WAN). Known for his detailed research, Shomik breaks down C-WAN’s business model, recent acquisitions, valuation metrics, and long-term growth outlook. They explore how Clearwater’s sticky, cloud-native platform is disrupting legacy financial systems and what makes its data architecture and integration vision compelling. From insurance to asset management and hedge funds, the conversation unpacks how Clearwater aims to become an end-to-end solution across the investment lifecycle. They also discuss private equity involvement, AI applications, and valuation rationale—providing a well-rounded view of a business undergoing transformation.
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I already know you’re going to like trata. Why? Because you’re reading this blog post, meaning you’re interested in this podcast. And trata is just like this podcast (though without the handsome host!). Trata is anonymized transcripts of buysiders discussing stocks they are following and what they really think will drive the stock. In fact, a huge way I prepped for this podcast is by reading an excellent discussion / transcript on the Trata platform. I think you’ll get a ton of value if you just join as a lurker and read transcripts…. but if you want to take it further and do your own anonymized interviews, trata will actually pay you to have conversations on their platform as well! If you haven’t yet, check out Trata; I would be pretty surprised if any serious readers / listeners didn’t find value in their platform.
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