Adam Karr
4 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 14, 2023 by Adam Karr · said 1 times in 1 episodes since 2024 · across every show →
On the record as a speaker too: Adam Karr's record, appearances and statements → this page counts the times other people say the name.
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2024 1 mention in 1 episode
Everything said about Adam Karr, oldest first
Sep 14, 2023 negative
Karr's personal data revealed that scaling into new positions detracted value
“My view is that the riskiest position is your newest position. You've got the least insight. And so I have tended to scale into a position when I'm undertaking a new position. Turns out data says that's not right for me in particular. If it's sufficiently good…”
Sep 14, 2023
Orbis evaluates analysts every six months using 30-page data scorecards
“All of our analysts get scorecards every six months. These are 25, thirty-page documents. It's going to look at Success ratio. It's going to look at win or loser skew. It's going to look at slugging percentage. It's going to look at that voting track record fr…”
Sep 14, 2023
Orbis narrows 350 analyst paper portfolio ideas into 60 to 70 positions
“If you step back, we've got 35 analysts across the globe. Each of them is running, call it a 10 stock paper portfolio. So that's 350 names. And In the strategy, we're seeking to narrow that down to call it 60, 70 high conviction positions in the global strateg…”