David Weisburd
๐ค SpeakerAppearances Over Time
Podcast Appearances
Thank you for your continued support.
When a lot of people hear leveraging your stocks, they inherently think that it's highly risky.
Why is that a good idea for everyday investors?
How does Canton enable that and what markets are you plugging into and going in between?
One of the biggest headwinds in LP world is DPI right now.
It's the hottest topic.
Every endowment, pension fund, foundation, family office is saying, I need to get capital return from private equity.
Does Canton solve this problem over the long term?
And if so, in what way?
One of the hardest things of investing is seeing what's shifting before everyone else does.
For decades, only the largest hedge funds could afford extensive channel research programs to spot inflection points before earnings and to stay ahead of consensus.
Meanwhile, smaller funds have been forced to cobble together ad hoc channel intelligence or rely on stale reports from sell-side shops.
But channel checks are no longer a luxury.
They're becoming table stakes for the industry.
The challenge has always been scale, speed, and consistency.
That's where AlphaSense comes in.
AlphaSense is redefining channel research.
Instead of static point-in-time reports, AlphaSense channel checks delivers a continuously refreshed view of demand, pricing, and competitive dynamics powered by interviews with real operators, suppliers, distributors, and channel partners across the value chain.
thousands of consistent channel conversations every month deliver clean comparable signals helping investors spot inflection points weeks before they show up in earnings or consensus estimates the best part these proprietary channel checks integrate directly into alpha census research platform trusted by 75 of the world's top hedge funds with access to over 500 million premium sources from company filings and brokerage research to news trade journals and more than 240 000 expert call transcripts
That context turns raw signal into conviction.