Brizo Capital’s Ben Isaac and I dig into the stuff we’ve bonded over for years: why the cavalry isn’t coming to save value investors, the opportunity set in the UK, how investors can work with boards to improve governance and alignment, and whether relisting to the US actually creates value. We also get into how the analyst role is evolving as AI keeps improving.
This podcast is sponsored by Trata
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. I’ve been mentioning it on the podcast for months, and the most frequent complaint I hear from people who check it out is they wish trata had more content on more of their stocks. Even better: they recently released an MCP that lets you connect their transcripts to the AI model of your choice. If you’re interested, check out a free transcipt on LQDA here.
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Transcript for paid subs begins below (The initial transcript is AI-generated and is replaced with a professionally edited version when available)
Disclaimer: Nothing on this podcast or on this blog is investing or financial advice; please see our full disclaimer here. The transcript below is from a third party transcription service; it’s entirely possible there are some errors in the transcript.