Street
other on 6 shows · 7 statements across 7 episodes
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7 statements about Street, every show
Eli Lilly expects single-digit annual GLP-1 price deflation over time
“We've told the street, expect single digit deflation in this category over time.”
O'Driscoll: Predicting Wall Street Stock Movements Is Utterly Unknowable
“My big aha is it's like dealing with a deranged madman trying to estimate what the street will do. I spend no time on it. Utterly unknowable.”
Nooyi: PepsiCo tied executive bonuses to internal stretch goals, not Street guidance
“We always had internally stretch goals, and we promised the street something more reasonable. That way, we never got paid if we didn't make the stretch goals, the bonus. We never paid out bonuses without the stretch goals.”
Roughly 3,000 Japanese Public Companies Have Zero Analyst Coverage
“By our analysis, still roughly 60, 70% of listed Japan, roughly 3000 companies remain totally uncovered by the street.”
Public market scrutiny creates constructive focus for founders executing business plans
“Being a public company, you have that expectation of having to execute on what you've promised to the street. So it actually creates a bit of this constructive pressure for us to actually try to stay very focused on the business plan at hand.”
Walthour: Asset managers succeed by reverse engineering products from allocator fears
“Because I think sometimes, in my career at least, I have found that the street produces a product. And then it goes out there and it tries to jam that product through decision makers. And what it taught me was that reverse engineer the process. Go and spend ti…”