The Special Situations Report

Finding Value in Numbers With Ehsan Ehsani – The Special Situations Report Episode #56

We’re proud to release this week’s special episode, an interview with our wonderful guest, Ehsan Ehsani. Ehsan Ehsani is an executive director at Crescendo Partners, an adjunct assistant professor at Columbia Business School, and the author of “Finding Value in Numbers: The Essential Investing Toolkit to Win on Wall Street.”

Our conversation with Ehsan centered around his recently released book, “Finding Value in Numbers,” and the various strategies, quantitative tools, and case studies discussed within. We spoke extensively about the art and science of investing, the importance of developing a framework for investing, the Kelly Criterion (especially in relation to portfolio sizing), the differences between first and second level thinking, and much more. We learned so much from this discussion, and we hope our listeners will too!

Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p

You can find Ehsan, his book, and his daily newsletter at the following locations:

LinkedIn: Ehsan Ehsani

Ehsan's Book: Finding Value in Numbers

Value Hedgehog Newsletter on LinkedIn: https://www.linkedin.com/newsletters/7099112971280203776/