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Spinoffs

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Spinoffs, every show

CAPITAL ALLOCATORS Insight
Corre: Spinoffs No Longer Provide Reliable Long Alpha but Create Dispersion
“That opportunity set is no longer as reliable source of alpha. It's actually still a very, very reliable source of dispersion, But there are good shorts along with the good longs.”
Isaac Corre Oct 16, 2023 ▶ 22:07 Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)

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