The Education of a Value Investor · 2025-07-25 · 1h 7m
In this episode, Guy Spier speaks with Ritavan and Paaras about how businesses can unlock real value through data - not by chasing trends like AI or cloud, but by leveraging data purposefully. Ritavan shares insights from his book Data Impact, discussing how legacy companies often fall into the trap of tech commoditization. Learn how to: - Use data leverage for outsized returns - Prioritize high-impact “leverage tasks” like dynamic pricing - Avoid wasteful tech adoption and focus on differentiation - Apply real-world examples from Walmart, Octopus Energy, Bajaj Finance & more Full transcript available here: Contents: (00:00:00) Introductions and First Impressions (00:05:25) Ritavan’s Journey and Cultural Insights (00:17:52) Writing “Data Impact” and Global Examples (00:29:18) Data Strategy for Legacy Businesses (00:41:32) Big Bets and Data as Leverage (00:50:30) Content Strategy and Power Laws
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