Each episode will profile a business and attempt to examine the quality of that business in terms of value proposition, commercialization efficiency, competitive advantage, and reinvestment opportunities.
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Taiju Watanabe, CFO of Genda Inc., shares insights on quality investing strategies that drive long-term growth and profitability.
3 Jun 2024
SHIFT // Taichi Hattori
In today's episode we interview CFO and Board Member of SHIFT Inc, Taichi Hattori. SHIFT is a software quality assurance company based out of Japan.
14 May 2024
InPost // Rafał Brzoska
Today's episode includes an interview with Rafał Brzoska, Founder and CEO of InPost.
6 Jul 2023
Graph Databases // Gaurav Deshpande
Today's episode, produced in partnership with Stream by Alphasense, looks at graph databases. I am delighted to be joined by Gaurav Deshpande, Chief Marketing Officer at HyperTrack, and former VP of Marketing at TigerGraph, one of the companies discussed in today's episode.
Rather than focus on one single company today, I felt it important to examine one of the megatrends that is occurring within databases that is affecting the ways in which companies perform data analysis and improve their real world business outcomes. From reduction in fraud, to the easement of managing complex supply chains. Graph databases are a fundamental technology, which even generative AI is entirely dependent upon.
Please enjoy today's episode.
1 May 2023
Agora // Tony Zhao
00:00 - Stream by Alphasense Promotion
00:45 -- Disclosure
01:29 -- API Basics
04:34 -- Agora Basics
07:22 -- Agora Competitive Advantages
11:12 -- Market Size
13:04 -- Recent Events
15:56 -- Interview Begins / Tony's Background
20:44 -- How has RTC Technology Evolved
27:04 -- Agora the tool vs Zoom the product
32:03 -- Agora vs. WebRTC
37:38 -- Use Cases
41:09 -- Market Size
43:21 -- Competitive Advantages
50:04 -- Developer Evangelism
52:22 -- Infrastructure
55:00 -- Market Growth Trajectory
59:06 -- Recent Events
01:08:28 -- Geopolitical Risks
01:12:17 -- Fundamental Changes In The Last Few Years
01:14:24 -- Final Question
1 Apr 2023
Acast // Ross Adams
In today's episode of the Quality Investing Podcast we will be profiling Acast and I will be joined by Acast's CEO Ross Adams.
Today's sponsor is Stream by AlphaSense. Stream is an on-demand library of over 25,000 expert interview transcripts. Stream eliminates the time, money and hassle that comes with conducting expert calls and interviews. My research strategy that I employ at Asheville Capital is focused on finding key qualitative datapoints that point to a business being competitively advantaged or not. Stream helps me execute this strategy in a practical way because they either already have dozens of calls on the company that interests me or they are able to quickly source numerous experts for me that are well qualified to answer my questions. In the six months that I have been using Stream, it has often served as a substitute for the podcasts that I used to listen to. The reason is because there seem to be more nuggets of helpful information in each of these calls that help me to better understand the topic or company that I am interested in at that time. If you have conducted expert calls in the past and are looking for ways to better allocate your time and energy then Stream might be a helpful addition to your toolkit.
2:00 - Acast Basics
6:05 - Ross Adams Interview Begins
8:55 - Making the jump from Spotify to Acast
9:49 - Acast's Evolution
11:44 - How is Podcast Content Unique?
13:56 - Podcasting and Influencer Marketing
15:55 - Podcasting is Undermonetized; Why?
19:32 - Acast's Core Value Proposition
23:26 - Return on Investment for Advertisers
26:14 - Open vs. Closed Podcast Ecosystem
29:19 - Spotify vs. Acast: Commercialization Rights
31:17 - Acast Competitive Advantages
33:03 - US vs International Markets
37:13 - New Developments
39:07 - Competitive Threats
41:15 - Short and Intermediate-Term Goals
42:29 - Acast's Culture
43:51 - Misunderstandings
1 Mar 2023
Raksul // Yasukane Matsumoto
In today's episode of the Quality Investing Podcast we will be profiling Raksul, and I will be joined by Raksul's CEO Yasukane Matsumoto.
Today's sponsor is Stream by AlphaSense. Stream is an on-demand library of over 25,000 expert interview transcripts. Stream eliminates the time, money and hassle that comes with conducting expert calls and interviews. My research strategy that I employ at Asheville Capital is focused on finding key qualitative datapoints that point to a business being competitively advantaged or not. Stream helps me execute this strategy in a practical way because they either already have dozens of calls on the company that interests me or they are able to quickly source numerous experts for me that are well qualified to answer my questions. In the six months that I have been using Stream, it has often served as a substitute for the podcasts that I used to listen to. The reason is because there seem to be more nuggets of helpful information in each of these calls that help me to better understand the topic or company that I am interested in at that time. If you have conducted expert calls in the past and are looking for ways to better allocate your time and energy then Stream might be a helpful addition to your toolkit.
2:00 - General Overview
2:52 - Printing Segment Overview
6:06 - Better Systems, Better World
6:45 - TV Commercial Segment
8:12 - Financial Profile
8:49 - Growth Opportunities
12:09 - Conversation with Yasukane Matsumoto Begins
15:13 - Reasons for Optimism and Pessimism in Japan
17:26 - Founding Story of Raksul
20:20 - Raksul Evolution
24:35 - Better Systems, Better World
28:33 - CEO Role Evolution
32:42 - Internal Systems
34:00 - Corporate Culture
37:00 - Attention Allocation
40:23 - Avoiding Dilution of Returns
46:52 - Competitive Advantages for Printing Segment
53:34 - Novasel
58:10 - Novasel Competitive Advantages
59:34 - Josys
1:02:51 - Japanese Corporate Startup Differences
1:05:16 - Group Leadership Style
1:08:19 - What Matters Most Going Forward
1 Jan 2023
HashiCorp // Kelsey Hightower
In this episode I examine the infrastructure software company, HashiCorp. In Part One I lay out HashiCorp's value proposition, business model, and potential for competitive advantages. In Part Two [26:20] Kelsey Hightower joins me to test all of this research and try to determine what factors really matter to HashiCorp over the long-term.
Today's episode is sponsored by Stream by AlphaSense. Stream is an on-demand library of over 25,000 expert interview transcripts. Stream eliminates the time, money and hassle that comes with conducting expert calls and interviews. My research strategy that I employ at Asheville Capital is focused on finding key qualitative data points that point to a business being competitively advantaged or not. Stream helps me execute this strategy in a practical way because they either already have dozens of calls on the company that interests me, or they are able to quickly source numerous experts for me that are well-qualified to answer my questions. In the six months that I have been using Stream, it has often served as a substitute for most of the podcasts that I used to listen to. The reason is because of there seem to be more nuggets of helpful information in each of these calls that help me to better understand the topic or company that I am interested in at that time.
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Part 1: HashiCorp Analysis
01:48 - HashiCorp Overview
04:30 - Terraform
06:25 - Vault
08:32 - Consul
10:13 - Adoption Process
13:38 - Monetization
17:44 - Unit Economics/Operating Leverage
19:58 - Market Opportunity
------------------------------------
Part 2: Kelsey Hightower Q&A
26:20 - Open-Source Business Model Evolution
30:52 - HashiCorp's Evolution
41:47 - HashiCorp's Ecosystem
45:14 – Terraform vs. Pulumi
56:07 – Vault
01:08:33 – Competition
01:13:24 – HashiCorp’s Primary Advantage
01:17:10 – Multi-Cloud Inevitability
1:22:04 - HashiCorp vs. Cloud Providers
01:23:59 – HashiCorp’s Dilemma
01:30:06 – Cloud Platform
01:33:43 – Switch Costs
01:37:02 – New Functions/Product Maturity
01:39:39 – De Facto Standard (yes or no?)
01:44:46 – Consul
01:53:20 – Biggest Opportunities/Risks for HashiCorp
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
3 ratings
Spotify
5.0 / 5
8 ratings
Podcast Authority Score: 10 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
7
Social presence
0
YouTube
0
Engagement
32
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