Corporate Performance
topic on 2 shows · 2 statements across 2 episodes
the Knowledge Project 
Capital Allocators
2 statements about Corporate Performance, every show
Mauboussin: Pattern recognition works better on micro than macro levels
“So I do think it's going to be more effective on the micro level than it's going to be on the macro level, because it's just a much simpler problem to try to parse.”
Mauboussin: Corporate sales growth is more persistent and predictable than earnings
“In corporate performance, two measures that are very common for people to look at are Sales growth rates and earnings growth rates. And it turns out that sales growth rates are a lot more persistent. So you might say more indicative of some sort of underlying …”