In this episode of The Investor's Podcast, Clay Finck interviews Deiya Pernas, co-founder of Pernas Research, about his investment philosophy and approach to markets. Deiya discusses the importance of predicting a company's future state relative to its current state and having a variant view from the broader market. He emphasizes that effective portfolio management, influenced by his poker background, is crucial, highlighting the significance of cash management and opportunistic investing. The conversation covers the digital payment space, with a focus on Remitly and Wise, and delves into the potential impact of AI across various industries, including robotics, energy, and biotech, as well as its applications for companies like Meta and Xometry.
Sign in to continue reading, translating and more.
Continue
