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company on 1 show · 3 statements across 1 episodes · said 15 times in 1 episodes since 2022

Capital Allocators 15

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Capital Allocators 15

2022 15 mentions in 1 episode

every mention on every show, scene by scene, with the transcript →

3 statements about Estimize, every show

Drogen: Most long/short equity hedge funds gamble with beta, not alpha
“The biggest thing that coming into this world, even being a Geller, That I learned at Estimize in talking to so many of these firms about their process for generating trading ideas and fundamental estimates and all of this stuff is really that at the end of th…”
Leigh Drogen Jun 2, 2022 ▶ 21:57 Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)
Drogen: Discretionary hedge funds misuse alternative data to confirm pre-existing biases
“The discretionary hedge fund world still is basically spinning in circles, trying to figure out the relationship between analyzing a data set and using whatever analysis comes out of that data. And they are still woefully I would say misguided on one basic lev…”
Leigh Drogen Jun 2, 2022 ▶ 19:01 Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Drogen: Estimize converted 25% to 30% of early institutional targets
“We got roughly 25, 30% of the people that we approached to participate, which is a pretty high ratio for something that's new.”
Leigh Drogen Jun 2, 2022 ▶ 16:55 Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)

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