Netflix's Competitive Moat and AI in CROs with Luis Sanchez – The Special Situations Report Episode #24
Description
We’re proud to release this week’s special episode, our third-ever interview with our wonderful guest, Luis Sanchez. Luis Sanchez is the Founder and Managing Partner of LVS Advisory, a boutique investment advisory firm. His professional experience spans investment banking, consulting, and investment management. His investment insights have been featured in media outlets including CNBC, Yahoo Finance, Fox Business, The Motley Fool, The Manuel of Ideas, and more.
Our conversation with Luis covered multiple fascinating topics – ranging from investment background, portfolio optimization, risk management, idea generation, and so much more. We also dived deep into how Luis's strategy has evolved over time, and the differences between and benefits of having both an event-driven and a growth strategy. During the course of our interview, we also delved into Luis's investment thesis for Netflix, and his thoughts on the biotech space in general - with a specific focus on contract research organizations (CROs) like Medpace and Icon and the impact of artificial intelligence. We learned so much from this discussion and we hope our listeners will too. Next week’s episode will cover the past week’s special situations activity as per usual, and also include any important announcements from this week as well.
Check out InsideArbitrage here: https://www.insidearbitrage.com/
Check out Luis Sanchez and LVS Advisory here: https://lvsadvisory.com/
United States
