Rob Koyfman of Koyfin on Fundamentals, What’s Happening in the Market, and Building Tools that Level the Playing Field (EP.187)

I last sat down with Rob back in April of 2019 and we discussed the best tools for researching stocks. A lot has changed since then. 2022 is going to come down to fundamentals. Up until now it’s been a party, but the Fed is deciding to rein in the 50 year party of loose money. Stocks trading at 100 times revenue are now at 40 times, or even 20 times revenue. We’re at a point where it’s time to look at the numbers. Rob and I discuss 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.