The Education of a Value Investor

From Data Overload to Data Impact with Ritavan

July 25, 2025·1h 6m
Episode Description from the Publisher

In this episode, Guy Spier speaks with Ritavan and Paaras about how businesses can unlock real value through data—not by chasing trends like AI or cloud, but by leveraging data purposefully. Ritavan shares insights from his book Data Impact, discussing how legacy companies often fall into the trap of tech commoditization.Learn how to:Use data leverage for outsized returnsPrioritize high-impact “leverage tasks” like dynamic pricingAvoid wasteful tech adoption and focus on differentiationApply real-world examples from Walmart, Octopus Energy, Bajaj Finance & more Full transcript available here: https://aqfd.docsend.com/view/sqgp7wsixsgvevsk Contents:(00:00:00) Introductions and First Impressions(00:05:25) Ritavan’s Journey and Cultural Insights(00:17:52) Writing “Data Impact” and Global Examples(00:29:18) Data Strategy for Legacy Businesses(00:41:32) Big Bets and Data as Leverage(00:50:30) Content Strategy and Power Laws

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