Bernstein

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Apr 13, 2017 by Steve Galbraith · said 2 times in 2 episodes since 2017 · across every show →

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Everything said about Bernstein, oldest first

Apr 13, 2017 neutral
Assertion Supported
Sanford Bernstein was the first firm to uniformly use dividend discount models
“Bernstein, and it sounds unbelievably naive today, but they were kind of the first firm to uniformly use a DDM, a dividend discount model.”
Steve Galbraith Apr 13, 2017 ▶ 37:49 Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
Jan 29, 2018 negative
Assertion Supported
Sanford C. Bernstein trailed the market by 2,000 basis points in 1990
“Bernstein, this was in in 1990, was facing terrible headwinds from the markets. 9090 was a really difficult year for most active managers, but especially if you were a value investor, the numbers looked horrible for Bernstein as a firm. It was you know, it was…”
Seth Masters Jan 29, 2018 ▶ 21:07 Seth Masters – Investment Polymath (Capital Allocators, EP.38)
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