big data

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement May 25, 2020 by Brett Jefferson · across every show →

Everything said about big data, oldest first

May 25, 2020 neutral
Insight
The $750B CLO market requires big data analytics over manual spreadsheets
“This is a seven hundred and fifty billion dollar market where there's 125 different managers where there's about a thousand deals with 3000 different underlines. So this has gone from something that you can do yourself to big data.”
Brett Jefferson May 25, 2020 ▶ 53:44 Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)
Jul 20, 2020 neutral
Prediction Not checkable as stated
Data analytics will reduce consumer goods inventory despite pandemic shortage fears
“There we think just the increasing use of big data and data analytics to predict consumer demand and actually reduce the amount of inventory will be a more powerful force than the fact that there were shortages in certain areas.”
Taimur Hyat Jul 20, 2020 ▶ 28:04 Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
May 20, 2024 positive
Insight
Tremblant Prioritizes 'Little Data' Drivers Over Massive Data Lakes
“We are the opposite. We talk about little data. We want to go find that one thing that's going to drive success or failure and bring a lot to bear on that one thing, and that is where we spend all of our time.”
Brett Barakett May 20, 2024 ▶ 37:49 Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
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