bottom-up analysis
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 15, 2024 by George Mikulakis · across every show →
Everything said about bottom-up analysis, oldest first
Jan 15, 2024 bearish
Michelakis: Bottom-up fundamental equity analysis is now commoditized
“A lot of the emphasis, be it private equity or hedge funds, in the initial five years of one's career is bottom-up. And that's a bit commoditized. People now know how to use a spreadsheet. People know how to read 10 Ks. You're not gonna make better assumptions…”