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Contenu fourni par SumZero Headlines. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par SumZero Headlines ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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DPH Capital Founder Daniel Piderit Hernandez breaks down his thesis on META, FSLR, and Latin America
Manage episode 366637879 series 2574505
Contenu fourni par SumZero Headlines. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par SumZero Headlines ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.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
35 episodes
DPH Capital Founder Daniel Piderit Hernandez breaks down his thesis on META, FSLR, and Latin America
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Manage episode 366637879 series 2574505
Contenu fourni par SumZero Headlines. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par SumZero Headlines ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.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
35 episodes
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Similaire à SumZero Headlines
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.
…
continue reading
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…
continue reading
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continue reading
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continue reading
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Player FM - Application Podcast
Mettez-vous hors ligne avec l'application Player FM !
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