#302 Sean Tepper: Democratizing Wealth Building with SaaS and AI

Have you ever wondered how a leap of faith from agency life to the stock market can redefine success? Sean Tepper joins me, Mehmet, to share precisely that—a journey marked by resilience and a keen understanding of value investing, akin to the philosophies of Warren Buffett and Charlie Munger. As we traverse Sean's path, we unlock the Excel system that catapulted him to consistent market outperformance, leading to the birth of a SaaS platform that's reshaping how investors interact with the stock market. The art of the subscription model is no small feat, and together, Sean and I unpack the intricacies behind free trials, optimal duration, and the contentious credit card info requirement. We delve into the customer mindset, especially when it comes to testing the waters without financial commitment. Furthermore, Sean's platform stands as a testament to the significance of high-quality service that naturally guides users from free trials to loyal subscribers. It's a dance between psychology and strategy, and we're here to teach you the steps. In our final act, we explore the vast landscape of stock investing, contrasted sharply with the high-stakes world of trading. Through the clear lens of Tykr's AI-infused analysis and the inspiring tale of a janitor who grew an $8 million fortune, we emphasize that investing, not trading, is the true path to wealth. Our discussion extends an invitation to beginners and seasoned investors alike to embrace the market with confidence and start the journey to financial freedom today. Join us for this enlightening conversation that could be the catalyst for your next financial milestone. More about Sean: Sean is the founder and CEO of Tykr, a stock screener and education platform all-in-one that helps you manage your own investments with confidence. https://tykr.com https://www.linkedin.com/in/seantepper 00:45 Introduction and Guest Introduction 01:08 Sean Tepper's Journey and Early Career 02:31 Transition into Investing and Stock Market 03:18 Learning from Warren Buffet and Charlie Munger 04:03 Creation of the Excel Sheet and Initial Success 05:26 Turning the Excel Sheet into a Software 05:58 Challenges and Successes in Building the Software 06:48 Discussion on B2C and B2B Models 07:21 Building the Software and Managing Customer Perspective 10:49 Navigating Policies and Regulations in FinTech 15:39 Pricing Strategies and Churn Rates 20:31 Utilizing AI in Ticker 22:10 Introduction to the Four M's of Investing 22:20 Understanding the Margin of Safety 22:54 The Importance of Business Model 23:08 The Role of Moat and Management in Investing 23:29 How Ticker Simplifies Stock Analysis 24:22 The Global Reach of Ticker 24:59 The Challenges and Successes of Global Expansion 26:07 The Decision to Focus on Education over Brokerage 27:34 The Power of Value Investing 28:19 The Difference between Stock Investing and Stock Trading 33:59 The Power of Passive Income through Covered Calls 38:26 The Future of Ticker: New Features and Expansion 41:29 Final Thoughts and Advice for New Investors