S1E189 - David Diranko: Contrarian Cash Flows: The Data Scientist Who Became a Contrarian Investor
Published: January 5, 2026
Duration: 1:10:02
How mathematical rigor, probabilistic thinking, and family priorities shape a young investor's approach to finding overlooked opportunities.
The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extended trial + 10% off.
https://www.tenzingmemo.com/
David Diranko is a 29-year-old German mathematician turned professional value investor who uniquely combines statistical rigor with contrarian small-cap investing, building his investment advisory firm Diranko Capital while sharing research through his newsletter Contrarian Cash Flows.
3:00 - David explains his unconventional jo...