WhyDRS.org

Taking Stock

Education EN ↓ 55 episodes

A podcast about self custody in finance.

Be sure to visit the podcast's website and support the creator: www.whydrs.org

Author

WhyDRS.org

Category

Education

Podcast website

www.whydrs.org

Latest episode

Dec 11, 2024

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Episodes

Taking Stock Episode 5 - Stockholder Proposals 23.08.2023

This week on Taking Stock, Chives provided a spoken overview of the shareholder proposal process - how to check eligibility to submit, how to send your proposal, and what happens afterwards. This was a fantastic episode and we covered a ton of ground. There were also some great questions from the community following the overview. This is an evergreen episode and may be helpful every proposal seaso...

Taking Stock Episode 4 - Talking With 6days1week, Heat Lamp Author 16.08.2023

This week on Taking Stock there were some great discussions about autobuys, plan shares, and 606 Reports which allow for investors to access bulk trading data of which their orders are included. However, there were some internet issues and technical difficulties during the call - we’ve tried to fix as much of this in editing as possible for the mp3 download. During the call with 6days, we discusse...

Taking Stock Episode 3 - Talking With Peruvian Bull 09.08.2023

This weeks Taking Stock was really incredible. I’d highly recommend checking out the conversation with our hugely knowledgeable guest Peruvian Bull, which ranged from the beginnings of the DRS online movement to the birds eye and macro view on these wild economic time. Peruvian Bull has strong skill in breaking down complex concepts and providing key context to help understand each example, and we...

Taking Stock Episode 2 - Talking with Kevin Malone 02.08.2023

This week on Taking Stock, we started off with a recap of some recent project and website updates from the DRS team including the WhyDRS Database and the GiveAshare spotlight page. After that, we welcomed Kevin Malone, CEO of Malone Wealth Ventures, a registered investment adviser. In the wake of Apex and Mainstar, Kevin has been investigating an alternative to potentially help clients direct regi...

Taking Stock Episode 1 - Viewing a stockholder list 26.07.2023

The first Taking Stock - covering the stockholder list and welcoming some great investors and DRS advocates. - Recorded as a Twitter Space on 26th July 2023. - Itinerary: https://lemmy.whynotdrs.org/post/29061 - Join the Community: Join us on Discord - https://mee6.xyz/en/i/vYJSX1ghMl Join us on Lemmy - https://lemmy.whynotdrs.org/ Visit https://www.drsgme.org and https://www.whydrs.org - GameStop...

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