Momentum

“It shows you what he's hooked up to headless within Salesforce too, because there's multiple things running into this. So he's got class. I call it classic Salesforce for sales, right? So Salesforce CRM that our sales team has always used for like 10 years. He…”

“Started with our onboarding team, worked backwards to AE, soon BDR and what I noticed is I could quantify that we were going to save 15 minutes per deal. For our AEs, that's 16 hours a month. They, they're 20 wins is their quota.”

“We're gonna have a lot more operational folks running the agents, running the data, which will allow the teams to be more efficient”

“That's why I don't really buy yet into, okay, we're gonna have two reps, and we're gonna get to a hundred million, like, sure, that works if you're lovable, like, that can work with the right business, but a lot of us do not have that business, so to hold ours…”

“I will say the benefit of Salesforce. Buying qualified momentum is like eventually by probably Dreamforce, right? Those two things will be integrated into one. So we have like two less dashboards and I'll probably have one centralized one by October”

“So we use Momentum that looks at the transcript of every single sales call, and it fills in the Salesforce fields for the rep. It fills in their opportunity record, it updates the account, the person, it says whether or not the event was run or not, all of tha…”

“We've, we're probably up 25 to 30% in terms of the revenue generating activity time because they don't have to fill out CRM after. They don't have to update the notes for the launch team. It's all done.”

“The only thing that matters about culture is that you have momentum. You're moving forward and that you're successful. I've never met a really successful company with a shit culture.”

“For example, you know, in January, momentum, the factor crashed, and a lot of quants did badly. Numeri is neutral to momentum, so we basically didn't even notice this crash because we're hedged to that risk, and we do that with as many things as possible to ma…”

“Momentum matters so much. And momentum is reflexive in that, you know, high momentum leads to more high momentum, low momentum leads to more low momentum, because there's this energy that, that kind of goes through companies where when there is momentum, when …”

“Over the last 3040 years, whether in this country and across the globe with one or two exceptions, momentum has worked. Over the long term.”

“Really momentum is maybe more important, certainly more important than size and maybe more important than value.”

“The momentum stuff, I am convinced there's no risk story for, and that is an underreaction bias where people just refuse to process information, which disconfirms their previous news, whether you're long or short.”

“As markets started to recover post the first quarter, there was a ton of momentum, and we didn't settle into that momentum. If anything, we added into it, whereas I think a mistake some investors would make is taking their ball and going home at that moment in…”

“In our research, luckily, those categories are honestly straightforward and simple. They're things like valuation, things like momentum, quality, return of capital. They're not crazy concepts. You just have to apply them with a lot of discipline, and I think t…”

“So unless you really buy into these concepts at a deep level and are willing to stick with them through cycles, I think you probably shouldn't apply them at all. You shouldn't apply momentum into a one off trade. You should apply it in the right way systematic…”

“We think there are some sustainable factors that add value, like valuation and momentum and quality. Size is a little more questionable, in our opinion, but we're still looking at factors all the time.”

“So if you look at the factor returns to value versus the factor returns momentum, they're about as divergent as they've been since the tech bubble.”

“At least in my own experience, what I found is that burnout actually comes from failing and things not working. Momentum is really energizing. The lack of momentum is super draining.”