How Smaller Companies Beat Giants | Equity Research: How to Detect BS

In this episode, John Mihaljevic hosts a discussion of:

How smaller companies can beat giant corporations: Elliot Turner argues that singular focus around a core essence allows smaller companies to compete successfully against much larger competitors. Examples include Roku vs. Google/Amazon, Grubhub vs. Uber, and Dropbox vs. Google/Microsoft.

How to detect "BS" in company communications: Phil Ordway talks about "baloney" detection, or how not to be swayed by communications intended to sugarcoat, obfuscate or deceive investors. We discuss questionable practices and communication methods employed by some companies.

Enjoy the discussion!

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