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In this episode of The Acquirers Podcast Tobias Carlisle chats with Drew Dickson of Albert Bridge Capital.
During the interview Drew provides some insights into:
- Investing in Narrative-Driven Markets
- On Whether the Market is a Voting Machine Or Weighing Machine
- How To Debias a Stock-Picking Process
- Behavioral Explanations for Value and Momentum
- Eugene Fama vs. Richard Thaler
- The Good and the Bad of Discounted Cash Flow (DCF) Modeling
- Sorting Through An Avalanche Of Information to Pick Securities for a Concentrated Portfolio
- Getting Impact From Your Winners
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FOOTNOTES
DISCLAIMER
The views and opinions expressed in this post are those of the post’s author and do not necessarily reflect the views of Albert Bridge Capital, or its affiliates. This post has been provided solely for informational purposes and does not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such. The author makes no representations as to the accuracy or completeness of any information in this post or found by following any link in this post.
