Danielle Ecuyer
speaker
864 appearances
2 recordings
1 series
first heard Oct 2021
last heard Nov 2022
Danielle Ecuyer’s voice in public audio — every appearance, attributed to the second.
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Appearances
Because companies ultimately are risk managers in everything they do.
In the same way as investors, we should be risk managers.
And I think that example you gave of Okta is excellent.
And one of the ways that I might cross check that is you go back and you look at the financial performance and, um,
Not necessarily just the share price performance because that will only go so far in terms of giving you indications, but you actually look at how the company's numbers, finances, have performed over the years because that, to a certain degree, it's much harder with newer companies.
I'm not a cross-octor, but I was a holder in a similar company, CrowdStrike.
I don't own it at the moment, but that's more a macro thesis than a micro thesis.
But I do know that that having recently listed, I think from 2018 or 2019, it might have been, they have consistently beat their earnings.
They have consistently put the runs on the board.
And equally, I find listening to their CEO very interesting.
So if we were looking for green ticks,
There's a green tick about an octa may be the same.
So then the reason you have to ask yourself when you're looking at the company, well, they're ticking great green boxes here, like the management CEO is open, he's honest, he owns the mistakes, et cetera.
Equally, the numbers are looking good.
And then you might look at the share price and you go, well, why isn't it performing?
What's wrong here?
What am I missing?
And in the current environment, it could be as simple as the cycle has turned and we're looking at macroeconomic factors.
And that's the other hard thing sometimes for newer investors to differentiate when we're doing the stock picking
and the stocks look really good, but it becomes a question of, well, maybe it's not making enough cash flow at this point in the stock's development, or maybe the valuation is a bit stretched as interest rates are going up.
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