Rennick Palley is the Founder and Chief Investment Officer of Stratos Technologies. In part one of the interview, Rennick and Daniel discuss growth vs. value investing, reflexivity, and capital structures.
“I think every stock that has future growth can be value, and every stock that is value can also be growth. They go together.” – Rennick Palley
Rennick Palley is the Founder and Chief Investment Officer of Stratos Technologies. Prior to founding Stratos, Rennick worked as a Research Associate at Sanders Capital — which manages over $40 billion in global equities. To date, Stratos Technologies has made 16 investments with an aggregate transaction value of over $250 million into companies like Rezi, Tala, Dave, Compound Finance, and Clearbanc.
In Part 1 of this two-part interview, Rennick and I discuss the war of growth vs. value investing, the concept of reflexivity, and Stratos' approach to investing across the capital structure in early-stage technology companies. In Part 2, which will be released next week, we zoom way out to get Rennick's thoughts on everything from the recent boom in SPACs to his interest in DeFi movement and investing in the crypto space.
Show notes with links, quotes, and a transcript of the episode: https://www.danielscrivner.com/notes/rennick-palley1-outliers-show-notes
Chapters in this interview:
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