The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Tuesday Jan 05, 2021
Tuesday Jan 05, 2021
Happy new year! We kick 2021 off on the Razor's Edge by looking at a couple of the biggest trends from 2020 – COVID market distortions and SPACs. Our guest is George Arison, Co-CEO of Shift Technologies, an online used car seller. Used cars were a surprisingly hot market in 2020, in part spurring Shift to move up their calendar to go public by a year. They went public via a SPAC. So our conversation centers on the two topics; how wild was 2020 and how do you plan for the following year; and why go public with a SPAC and what was that like?
Topics Covered
- 2:30 minute mark – Background on George and on Shift
- 7:30 – Where does the value add or competitive advantage come in?
- 12:00 – What the “value” part of the used car market looks like
- 14:15 – How Shift interacts with/competes with dealers
- 18:00 – What 2020 has looked like for Shift
- 29:00 – How the go-public plan shifted for Shift in 2020
- 33:00 – The SPAC fit and the questions raised
- 37:00 – What do SPAC negotiations look like?
- 40:00 – Surprises in the public market
- 43:30 – Planning for 2021 after the COVID rush
- 49:00 – What about the COVID hangover
Comments (1)
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Atrocious app. Cool company.
Wednesday Jan 06, 2021
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