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The Education of a Value Investor  

The Education of a Value Investor

Author: Guy Spier

I'm a work in progress. This podcast documents my ongoing quest for wealth, wisdom and enlightenment. The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.
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Language: en

Genres: Business, Investing, Management

Contact email: Get it

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From Data Overload to Data Impact with Ritavan
Episode 58
Friday, 25 July, 2025

In this episode, Guy Spier speaks with Ritavan and Paaras about how businesses can unlock real value through data—not by chasing trends like AI or cloud, but by leveraging data purposefully. Ritavan shares insights from his book Data Impact, discussing how legacy companies often fall into the trap of tech commoditization.Learn how to:Use data leverage for outsized returnsPrioritize high-impact “leverage tasks” like dynamic pricingAvoid wasteful tech adoption and focus on differentiationApply real-world examples from Walmart, Octopus Energy, Bajaj Finance & more Full transcript available here: https://aqfd.docsend.com/view/sqgp7wsixsgvevsk Contents:(00:00:00) Introductions and First Impressions(00:05:25) Ritavan’s Journey and Cultural Insights(00:17:52) Writing “Data Impact” and Global Examples(00:29:18) Data Strategy for Legacy Businesses(00:41:32) Big Bets and Data as Leverage(00:50:30) Content Strategy and Power Laws

 

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