Jul 22, 2024
This week Ivy Slater, host of Her
Success Story, chats with her guest, Cassandra Toroian.
The two talk about what Cassandra has seen in the evolution of the
world of finance over the course of her 25 years in the industry,
and the pragmatic process that this fundamental analyst implements
to ensure success for her clients and layman investors.
In this episode, we discuss:
How she managed to scale, grow, and become a female business leader in her field
What Cassandra has seen in the evolution of the world of finance over the course of her 25 years in the industry
Why lightbulb moments helped her business grow and showed her where her focus should lie
How much has been gained from creating early exit plans
The pragmatic process that this fundamental analyst implements to ensure success for her clients
Why Cassandra says we’re all smart enough to understand investment, and how Firsthand Research offers itself as a resource to the layman investor
What will be provided in the “Don’t Buy the Bull” podcast
Why the newest way of building a business requires a revamped MVP
Cassandra’s vision for the future, and her many irons in the fire
Founder of Firsthand Research, Cassandra
Toroian is an entrepreneur and investor, with over 25 years of
experience in the finance / RIA industry, ranging from sell and
buy-side analysis, investment banking, and investment management,
to more recently, FinTech and DeFi. She holds a BA in American
Government and Politics from Lafayette College and an MBA in
Finance from the University of Miami, where I also obtained a
Python coding certification last year just for fun.
She is passionate about constant learning and investing her time
and capital in innovative and disruptive ideas that have both
purpose for society and empower people. She has a keen interest in
the many business uses for non-fungible tokens (NFTs) and
decentralized finance (DeFi) projects and platforms. She is
currently focused on her passion for data, where she can leverage
her new coding skills along with her 25 years’ worth of stock
market insights.
She is the author of the book “Don’t
Buy the Bull“, which offers practical and honest advice on
personal finance. She recently launched a podcast by the same name. Over the
years she has enjoyed sharing her knowledge and opinions on various
economic and market topics on media outlets such as CNBC, Fox News,
and Fox Business, and Bloomberg TV.
Website:
https://1sthandresearch.com/
LinkedIn:
https://www.linkedin.com/in/cassandra-toroian/
Instagram: https://www.instagram.com/dontbuythebull/
X: https://x.com/1stHandResearch
Facebook:
https://www.facebook.com/DontBuyTheBull