How to connect with Ralph Molina
Mental Models discussed in this podcast:
- Infinite Return on Capital / Free Growth
- Pricing Power
- Unit Economics
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You can find out more information by listening to episode 11 of this podcast.
Midstory Ventures Partnership
- Investment club
- 3 partners
- Building an investment history
- Seeking partners
OTC Markets Business Analysis ($OTCM)
- Business Model Overview
- Pricing Power
- What scuttlebutt did you perform?
- How good is management?
- How do you feel about management compensation?
- What about dilution?
- What does it mean for OTC Markets to have infinite returns on capital?
- How do you see future growth playing out?
- OTC Markets may have a good business today, but how durable is that advantage?
I interviewed Ralph Molina of Midstory Ventures where we discuss a stock pick: OTC Markets. Stock Ticker: $OTCM
The focus of the podcast episode is a fundamental analysis of the business with a focus on business quality, infinite returns on capital, float, and OTC Market’s flywheel strategy. Listeners will learn how OTC Markets makes money and why they are a high-quality business. We also discuss scuttlebutt and key fundamental analysis factors that investors can use to value the company.