knowledge advantage

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 30, 2022 by Howard Marks · across every show →

Everything said about knowledge advantage, oldest first

Aug 30, 2022 neutral
Insight
Howard Marks: Investor edge requires better data analysis, qualitative judgment, or forecasting
“If everybody has all the company data about today and the means to massage it, How do you get a knowledge advantage? And the answer is you have to either somehow do a better job of massaging the current data, which is challenging, or you have to be better at m…”
Howard Marks Aug 30, 2022 ▶ 42:12 Howard Marks & Andrew Marks: Something of Value · Acquired
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