עמית שמיר, מייסד-שותף קפלר קפיטל, קרן גידור גלובלית | פרק 23

from Side BuySide Partners · host חן עזריה ולירן ויסמן

בפרק הזה אנחנו צוללים לעומק עולם המניות הקטנות והבינוניות — סגמנט שלרוב נמצא מחוץ לאור הזרקורים, אך טומן בחובו פוטנציאל משמעותי. נדבר על היתרונות והחסרונות של שיחות ישירות עם הנהלות ובעלי שליטה: איך גישה למידע איכותי יכולה לייצר Alpha Qualitative.נשווה בין שווקי ההון בישראל, אירופה וארה״ב: סחירות, עומק אנליזה, נגישות להנהלות והבדלים מהותיים במשוואת הסיכון–סיכוי שכל משקיע חייב להבין.🎧 פרק חובה לכל מי שמחפש להבין איך באמת מייצרים אלפא — מעבר לכותרות ולמותגים.

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עמית שמיר, מייסד-שותף קפלר קפיטל, קרן גידור גלובלית | פרק 23

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