Tweetovi

Blokirali ste korisnika/cu @tseides

Jeste li sigurni da želite vidjeti te tweetove? Time nećete deblokirati korisnika/cu @tseides

  1. Prikvačeni tweet
    14. ruj 2019.
    Poništi
  2. prije 19 sati
    Poništi
  3. 3. velj

    Building an asset management business tied to aligned incentives and alpha. My conversation with industry great Peter Kraus ().

    Poništi
  4. 31. sij

    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

    Poništi
  5. 31. sij

    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

    Poništi
  6. 31. sij
    Poništi
  7. 31. sij

    "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 nit
    Poništi
  8. 31. sij

    "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 nit
    Poništi
  9. 31. sij

    "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 nit
    Poništi
  10. 31. sij

    "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 nit
    Poništi
  11. 31. sij

    "Most of the alternative investment categories are difficult to both buy cheaply and earn equity-like returns."

    Prikaži ovu nit
    Poništi
  12. 31. sij

    "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 nit
    Poništi
  13. 31. sij

    A series of listener's favorite quotes of mine from and 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 nit
    Poništi
  14. 27. sij

    Nothing like getting a chance to promote a portfolio company. Executive search...for love. Check out

    Poništi
  15. 27. sij

    My turn on the other side of the mike. A fun conversation with the terrific guys at PWL Capital.

    Poništi
  16. 23. sij

    “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?” - (EP.120)

    Poništi
  17. 23. sij

    “Just because you know you are an operator in X space, doesn't make you the greatest investor in that space.” - (EP.120)

    Poništi
  18. 22. sij

    “What you do and what you don't do are important components of your strategy.” - (EP.120)

    Poništi
  19. 22. sij

    "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." - (EP.120)

    Poništi
  20. 22. sij

    "As an allocator, where you get your money from matters. Money is table stakes. There is plenty of it in the world." - (EP.120)

    Poništi
  21. 20. sij

    Investing in early stage venture. My conversation with Beezer Clarkson

    Poništi

Čini se da učitavanje traje već neko vrijeme.

Twitter je možda preopterećen ili ima kratkotrajnih poteškoća u radu. Pokušajte ponovno ili potražite dodatne informacije u odjeljku Status Twittera.

    Možda bi vam se svidjelo i ovo:

    ·