Consumer Names

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Consumer Names, every show

CAPITAL ALLOCATORS Assertion Supported
Seides: Hedge funds disproportionately concentrate investments in tech and consumer sectors
“Hedge funds tend to traffic in technology where there's a lot of winners and losers and consumer names where they can walk into the stores and understand them, and you see that in the data.”
Ted Seides May 2, 2017 ▶ 30:31 The Bet with Buffett (Capital Allocators, EP.05)

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