Our Company Podcasts

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I know some here don’t listen to podcasts and some do. This thread is only designed to discuss podcasts produced by the companies we talk about here. I do think listening to and discussing what we learn from our company’s podcasts can be very beneficial (especially for non-tech folks trying to understand these companies).

Also, I think paying attention to the community and social media presence of our companies is a competitive advantage for us as investors. This is knowledge we can gain about the lifeblood and culture inside our companies that analysts who only focus on earnings reports of 20-30 companies simply won’t care about.

Thriving communities and developer mindshare is also one thing I view as a “moat” for many of our software-based companies.

Here’s the ones I know of.

  1. Pure Storage Pure Report: https://blog.purestorage.com/the-pure-report-podcast-take-th…

  2. Alteryx Alter Everything: https://community.alteryx.com/t5/Alter-Everything-Podcast/bg…

  3. Nutanix Nutanix Community Podcast: https://next.nutanix.com/blog-40/community-podcast-nutanix-x…

  4. Okta From Zero to IPO (brand new): https://www.okta.com/blog/2019/01/from-zero-to-ipo-a-new-pod…

If you know of any others, please post them here and if any relevant topics come up on their podcasts I think we can consider it on topic for the board. If it becomes a problem, we can move the thread off board.

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Good topic, Austin! I think podcasts are an excellent resource to learn more about tech, investing, and our companies. I especially like the medium because it is one of the only ways I can transform my commute – and when driving for work travel – into a constructive time. Here are a few company podcasts I have come across and browsed at different times (some much more than others), though not all of these companies will be of interest to everyone on this board. Some of these podcasts focus much more on their respective industry than the company, some are podcasts aimed at educating the company’s customers. I have focused most of my listening to fintech podcasts in an effort to learn the industry better:

Nvidia hosts the AI podcast: https://blogs.nvidia.com/ai-podcast/

Mastercard hosts the Fortune Favors the Bold podcast: https://www.mastercard.us/en-us/consumers/fortune-favors-the…

Salesforce regularly produces podcasts on company news: https://searchsalesforce.techtarget.com/podcasts

Broadridge Financial produces a limited podcast series on company communications: https://www.broadridge.com/podcast/reimagining-communication…

Paycom releases a podcast episode every other week aimed at HR professionals: https://www.paycom.com/resources/podcasts/

Hubspot produces different podcast series aimed at different things: https://www.hubspot.com/podcasts

Moody’s host a podcast focused on macroeconomic news: https://www.moodys.com/podcasts-archive/1

These are all companies I own, have owned, or are on my watchlist. Again, some of these I’m only vaguely aware of, others I listen to almost every episode. It hink many would be surprised how many companies now produce podcasts, even if on a limited basis. But, especially for those of us with commutes, I think podcasts are a good tool to have in the tool box.

Matt
Long MA, NVDA, PAYC
Phoenix 1 Contributor
MasterCard (MA), PayPal (PYPL), and Square (SQ) Ticker Guide
See all my holdings at http://my.fool.com/profile/TMFCochrane/info.aspx

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The Newstack podcast would interest the techies.

Here is the Nutanix CIO on their podcast from last week :

"Everything in her world, whether multiple on-premise data centers or multiple investments in various public clouds is run on Nuatanix Operating System (AOS) using HyperVisor (HV). It makes all the tech stack layers invisible, which allows them to focus on functionality.

“We measure FTR and NPS for absolutely everything,” Pfeiffer said. First Time Right (FTR) is a quantitative measurement that allows us to understand how effectively we’re doing things. If everything runs right the first time, they score a 1. If anything is not right, it’s scored a 0.

The Net Promoter Score (NPS) is qualitative. You might be perfect in delivering a service, she said, but if the customers hate the service, then having a perfectly functioning service does the company no good.

This gets to a lot of intangibles, Pfeiffer explained, like the user interface and interaction design, collaboration tools and functions. They constantly look for areas in which the scores are relatively low and prioritize the areas in which they’re having the most problems.

Makes us think about every service we deliver, from manual (like desk-side tech support) to automated functions are measured. Are we delivering them in a timely manner? Is the user interaction efficient and effective? Are all of the functions operating properly? Are we having any outages or serviceability issues?

It turns out that what shows up most are areas that are still doing some piece manually. So they look for a tool or an API that gets data from its workflow and then they add that to the machine learning component that threads through everything they do."

https://thenewstack.io/it-is-dead-long-live-it-says-nutanix-…

2:49: Can you explain what hyperconverged infrastructure (HCI) is?
6:48: What is in the stack at Nutanix?
11:51: Does Nutanix utilize machine learning?
18:00: Discussing why “IT is dead.”
22:19: Companies moving toward CI/CD.

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Thank you freecapital for that link. I specifically enjoyed minute 27-29 about what Nutanix CIO believed would give developers job security for the next five to ten years. She said those that could write bridge-code, meaning those that could bring together legacy technologies into the cloud - listen to the link for details. It made me think of what ESTC is doing for database management, or maybe the technologically inclined could elaborate on this better. But when reading the use cases for ESTC tech this ‘bridging’ is key. I mean when Stephenwolf said MDB is a 20 year story what enterprises are going to have to do for those 20 years is somehow bridge the gap between relation databases and not onlySQL Document data bases if you will. Am I right?

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Sorry Austin I didn’t mean to hijack your thread. I didn’t read the prior posts and I think your topic earns more respect, hence this post.

Jason

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Square CEO, Jack Dorsey, is on the latest Sam Harris podcast.

“Sam Harris speaks with Jack Dorsey about how he manages his dual CEO roles at Square and Twitter, the role that Twitter places in journalism, how it’s different from other social media, what makes a conversation healthy, the logic by which Twitter suspends people, the argument for kicking Trump off the platform, Jack’s practice of meditation, and other topics.”

https://samharris.org/podcasts/148-jack-dorsey/

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