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Prikvačeni tweetHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Building an asset management business tied to aligned incentives and alpha. My conversation with industry great Peter Kraus (
@kraushopper).https://capitalallocatorspodcast.com/2020/02/02/kraus/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
By the time an alternative beta is sufficiently well known to be productized, it typically no longer offers attractive enough returns to meet investor objectives. EP.121
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
I wouldn't take the bet (with Buffett) again today. It's probably a 50/50 bet, and I wouldn't make a 50/50 bet against Warren in public. EP.121
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
The Irrelevant Investor speaks truth.https://twitter.com/michaelbatnick/status/1223355503692132352 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
"I have always thought that index funds are a terrific tool for most investors. I say most because most investors do not know why they might be beating the market. You have this wonderful opportunity to just join the market and pay next to nothing for it."
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
"Passive per se isn't troubling. What is troubling is the ramification it has on the governance of the underlying companies. Imagine if you have 95% passive investors, the corporate executives would do whatever they want because their shareholder base will never turn over."
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
"Swensen's playbook of having your own set of beliefs, understanding a strategy that makes sense to implement those beliefs, and then having extreme discipline to stick to those is the framework we used at Protégé."
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
"By the time people understand a strategy enough to commoditize it, that alternative beta is no longer an equity-like return. It’s something less."
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
"Most of the alternative investment categories are difficult to both buy cheaply and earn equity-like returns."
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
"Having the right networks to access and find great investment managers is important, and it’s a key reason why large endowments have been able to perpetuate strong returns."
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
A series of listener's favorite quotes of mine from
@CameronPassmore and@benjaminwfelix interview with me (EP.121): "I wouldn't take the bet (with Buffett) again today. It's probably a 50/50 bet, and I wouldn't make a 50/50 bet against Warren in public."Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Nothing like getting a chance to promote a
@BrentBeshore portfolio company. Executive search...for love. Check outhttp://selectivesearch.com/capitalHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
My turn on the other side of the mike. A fun conversation with the terrific guys at PWL Capital.
@CameronPassmore@benjaminwfelixhttps://capitalallocatorspodcast.com/2020/01/26/rational/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
“Capital is getting very concentrated in the VC industry because you have companies staying private longer, absorbing more capital. Therefore, you will have GPs who are very busy with their companies. What capacity does that leave them to do new deals?” -
@Beezer232 (EP.120)Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
“Just because you know you are an operator in X space, doesn't make you the greatest investor in that space.” -
@Beezer232 (EP.120)Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
“What you do and what you don't do are important components of your strategy.” -
@Beezer232 (EP.120)Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
"Series A has been a durable portion of the sub-asset class that has strong returns. There’s no guarantee at Series A that it’s going to work out, but when you look at the risk/reward it’s a wonderful area to play." -
@Beezer232 (EP.120)Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
"As an allocator, where you get your money from matters. Money is table stakes. There is plenty of it in the world." -
@Beezer232 (EP.120)Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Investing in early stage venture. My conversation with Beezer Clarkson
@Beezer232#openlphttps://capitalallocatorspodcast.com/2020/01/19/clarkson/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Capital Allocators; 