Episode Details

Alex Wiltschko - Giving Computers A Sense Of Smell - [Invest Like the Best, EP.415]
3/18/2025
Invest Like the Best with Patrick O'Shaughnessy β†—

Key Insights

Bullish:

  • 🟒 $OSMO - Osmo's scent-based technology for counterfeit detection is already successfully deployed at StockX, with potential for expansion into other safety and authentication applications.
    • β€œWe've proved out that we can use the scent of a product to tell whether it's a real or a fake, basically tell its provenance. And that's something we've got deployed at StockX, and that's going quite well. We think that there's other counterfeit detection and and kind of truth and, and safety applications for scent.” - Alex (46:49)
  • 🟒 $FRAG - πŸ”’
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  • 🟒 $AICHEMISTRY - πŸ”’
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  • 🟒 $HC - πŸ”’
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Bearish:

  • πŸ”» $FRAGHOUSE - πŸ”’
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