In today's episode of the Quality Investing Podcast we will be profiling Acast and I will be joined by Acast's CEO Ross Adams.Today's sponsor is Stream by AlphaSense. Stream is an on-demand library of over 25,000 expert interview transcripts. Stream eliminates the time, money and hassle that comes with conducting expert calls and interviews. My research strategy that I employ at Asheville Capital is focused on finding key qualitative datapoints that point to a business being competitively advantaged or not. Stream helps me execute this strategy in a practical way because they either already have dozens of calls on the company that interests me or they are able to quickly source numerous experts for me that are well qualified to answer my questions. In the six months that I have been using Stream, it has often served as a substitute for the podcasts that I used to listen to. The reason is because there seem to be more nuggets of helpful information in each of these calls that help me to better understand the topic or company that I am interested in at that time. If you have conducted expert calls in the past and are looking for ways to better allocate your time and energy then Stream might be a helpful addition to your toolkit.2:00 - Acast Basics6:05 - Ross Adams Interview Begins8:55 - Making the jump from Spotify to Acast9:49 - Acast's Evolution11:44 - How is Podcast Content Unique?13:56 - Podcasting and Influencer Marketing15:55 - Podcasting is Undermonetized; Why?19:32 - Acast's Core Value Proposition23:26 - Return on Investment for Advertisers26:14 - Open vs. Closed Podcast Ecosystem29:19 - Spotify vs. Acast: Commercialization Rights31:17 - Acast Competitive Advantages33:03 - US vs International Markets37:13 - New Developments39:07 - Competitive Threats41:15 - Short and Intermediate-Term Goals42:29 - Acast's Culture43:51 - Misunderstandings

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