Bottom Up Analysis

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Bottom Up Analysis, every show

Michelakis: Bottom-up fundamental equity analysis is now commoditized
“A lot of the emphasis, be it private equity or hedge funds, in the initial five years of one's career is bottom-up. And that's a bit commoditized. People now know how to use a spreadsheet. People know how to read 10 Ks. You're not gonna make better assumptions…”
George Mikulakis Jan 15, 2024 ▶ 11:25 George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)

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