Koyfin Founder Rob Koyfman on Investing and Valuation Fundamentals, What’s Happening in the Market, and Building Tools that Level the Playing Field

All of a sudden valuations matter. As cloud stocks plummet, coal stocks hit all-time highs. This technology boom finally made fertilizer and coal cool again?! When we invested in Koyfin back in 2019, all the cool kids were investing and trading from their smartphones. I believed the desktop would be cool again as the next generation that became passionate about stocks and markets would want to lean back and dig into the markets and fundamentals. They would need a modern Bloomberg, one at a reasonable price. A terminal that would allow them to compare stocks and markets and dive deep into company fundamentals.

I invited Koyfin founder Rob Koyfman onto the ‘Panic’ podcast so we could talk fundamentals, what’s happening in the market, and how he thinks about building a product for a world that hasn’t cared about fundamentals for a long time.

You can listen to the podcast here on Spotify or Apple podcast and now all the episodes are on my YouTube channel as well.

You can also listen right here on the blog:

Guest: Rob Koyfman

Profile: Founder of Koyfin

Where to Find HimLinkedIn, Twitter

What’s Rob Panicked About?: Being a new dad.

Previous Appearance:

Lindzanity: Better Tools for Researching Stocks

The Takeaway:

If you’ve done damage to your portfolio and psyche it won’t be the first time. Markets change. Valuations eventually matter. Take these difficult market moments and figure out what kind of investor you are and what kind of investor you want to be. Koyfin and other tools are affordable/mostly free

Show Notes:

  • (00:11) – Show intro
  • (04:26) – Introducing Rob
  • (06:59) – Seeing a turn in the market
  • (08:59) – Rob gets the Stock Market bug
  • (11:02) – A Bloomberg for everyone
  • (13:18) – Organizing and delivering the data
  • (17:48) – Relating one stock to another via fundamentals
  • (28:26) – Solving real fintech data problems
  • (31:50) – Individual investors want professional tools
  • (35:15) – A reduction in liquidity and Fed raising rates
  • (39:20) – Market pricing in rate hikes
  • (42:36) – Capping the commodity cycle
  • (46:34) – Looking at the generally accepted fundamentals of crypto
  • (52:46) – Closing thoughts