Active vs. Passive SAAS Arbitrage

As active managers have experienced tremendous pressure to rein in their costs, they’ve turned to more efficient ways of conducting research and constructing financial models. Canalyst is one of those firms filling this void. Canalyst CEO, Damir Hot, joins Real Vision to discuss how margin compression on the buy- and sell-side has driven a growing demand for cheaper ways to generate institutional-quality research and financial models. Hot sheds insight on the investing decisions of active managers by discussing how Canalyst’s offerings have evolved over the past year as discounted cash flow models are going out of favor with risk-free rates approaching zero.  For example, in April, clients were asking Canalyst for cash burn metrics; by June, they were clamoring for data on IPOs. Filmed on September 1, 2020. For additional charts and financial models, click here: https://rvtv.io/3h0aZ8k

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