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EssentialThe Essential Conversation

The Hidden Gem of Value Investing: Intangible Assets

Featuring Kai Wu and Dan Rasmussen

Sep 15, 2021 • 61 minutes

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Essential

The Essential Conversation

The Hidden Gem of Value Investing: Intangible Assets

Could intangible moats be a game changer for value investors and provide excess stock returns? Kai Wu and Dan Rasmussen discuss the research.

Featuring Kai Wu and Dan Rasmussen

Sep 15, 2021 • 61 minutes

Kai Wu, founder & CIO of Sparkline Capital, sits down with Dan Rasmussen, partner at Verdad Advisers, to discuss his research on intangible moats as a game changer to value investing. Through alternative data extraction methods, Wu seeks to uncover alpha from company talent, culture, and technological innovation. They examine the disruptive nature of companies with invaluable intangible assets and explore the idea that intangibles provide excess stock return for innovative companies. Filmed on September 8, 2021. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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