DPH Capital Founder Daniel Piderit Hernandez Breaks Down His Thesis On META, FSLR, And Latin America SumZero Headlines podcast

Artwork

Trading Business Avery Pagan

Indhold leveret af SumZero Headlines. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af SumZero Headlines eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

SumZero Headlines « »
DPH Capital Founder Daniel Piderit Hernandez breaks down his thesis on META, FSLR, and Latin America

1+ y ago 47:56

Del

MP3•Episode hjem

Indhold leveret af SumZero Headlines. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af SumZero Headlines eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

SumZero had the opportunity to sit down with Daniel Piderit Hernandez, founder and managing partner of DPH Capital. Daniel and DPH employ a heavily #contrarian, #fundamental approach to global equity investing. We spoke through his long thesis on META and future opportunities for monetization within the Family of Apps, as well as FSLR, a short idea where Daniel says the "setup is ripe for FSLR to disappoint excessive expectations" given the stock's tripling in value in the last nine months. Finally, Daniel spoke at length about macro-driven opportunities in Latin America that have been generally ignored by the investment community. For more in-depth research and analysis, join us on SumZero today. https://sumzero.com/apply

#valueinvesting #latinamerica

… continue reading

36 episoder

#Trading #Business #Avery Pagan

Artwork

DPH Capital Founder Daniel Piderit Hernandez breaks down his thesis on META, FSLR, and Latin America

SumZero Headlines

published 1+ y ago

Del

MP3•Episode hjem

Indhold leveret af SumZero Headlines. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af SumZero Headlines eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

SumZero had the opportunity to sit down with Daniel Piderit Hernandez, founder and managing partner of DPH Capital. Daniel and DPH employ a heavily #contrarian, #fundamental approach to global equity investing. We spoke through his long thesis on META and future opportunities for monetization within the Family of Apps, as well as FSLR, a short idea where Daniel says the "setup is ripe for FSLR to disappoint excessive expectations" given the stock's tripling in value in the last nine months. Finally, Daniel spoke at length about macro-driven opportunities in Latin America that have been generally ignored by the investment community. For more in-depth research and analysis, join us on SumZero today. https://sumzero.com/apply

#valueinvesting #latinamerica

… continue reading

36 episoder

#Trading #Business #Avery Pagan

Alle episoder

×

Velkommen til Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

Lyt til 500+ emner

Lyt til dette show, mens du udforsker