Andrew Tsai
4 statements across 1 episodes · 0 bullish · 3 bearish · 1 people on the record · first statement Oct 22, 2018 by Andrew Tsai · across every show →
On the record as a speaker too: Andrew Tsai's record, appearances and statements → this page counts the times other people say the name.
Everything said about Andrew Tsai, oldest first
Oct 22, 2018 negative
VC investors blocked a multi-hundred-million-dollar buyout offer for Urban Fetch
“We actually had prior to that, another competitor try to buy us out, and this was, you know, halfway through that journey, so one year later after starting it, And this is another lesson in, in terms of lack of alignment and you kind of, all these things come …”
Oct 22, 2018 bearish
Capital saturation and copycat fund spinoffs have severely compressed active alpha
“It dwarfed what we expected by a factor of five. And so, it's really hard to create a lot of active alpha when there's that much money in the space, and when a lot of the similar approaches, we're now almost on third generation, meaning, like, some of the earl…”
Oct 22, 2018
Institutional-grade electricity trading teams are exceedingly rare
“We've probably met with 60 or 70 or so, but most of them are kind of small ex-utility traders from public utility or from an energy trading shop. And to find groups that we can partner with to do it in, in, in kind of a institutional long-term approach is, has…”
Oct 22, 2018 negative
None of Chalkstream's most successful investments were consensus committee bets
“If I go back and think about all of our greatest hits, you know, I don't think there was one that was a consensus, like, yeah, that feels good around the board kind of investment. It was always like, there was always some twists, some difficulty”