In this episode, Insight Provider Pyari Menon shares his stock ideas based on data mined from technical publications.
Such publications, like patents and research papers, cross-reference other existing publications, which provide valuable insights into the views of experts in specific technologies and hence their likelihood of success. Pyari data mines thousands of these publications and mentions to provide insights that typical analyst reports might not discuss.
Many of these innovations start to show up in the P&L and share price performance two or three years down the line, and could help with stock picking and portfolio allocation, as well as potentially generating alpha.
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Follow Pyari's work: https://skr.ma/Ax7swkYziE2aytcj7
Smartkarma subscribers can access the presentation slides here: https://skr.ma/LMCmTU6d6mXD45b46
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Pyari Menon has over twenty years of experience in the industry, having worked on both the buy and sell-side including at Goldman Sachs, Credit-Suisse, Deutsche Bank, Intellectual Ventures, Tano Capital, and Franklin Templeton. His coverage has been in technology and mid-caps across various geographies including Taiwan, ASEAN, India, the US, and Europe.
This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
