Brett Barakett
16 statements across 1 episodes · 1 bullish · 4 bearish · 1 people on the record · first statement May 20, 2024 by Brett Barakett · said 2 times in 1 episodes since 2024 · across every show →
On the record as a speaker too: Brett Barakett's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Ted Seides (2)
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2024 2 mentions in 1 episode
Everything said about Brett Barakett, oldest first
May 20, 2024
May 20, 2024
Tremblant Eliminated Multi-Year Profit Bleed-Out Economics for Departing Partners
“Because somebody exits a firm, And they were getting X percent of the economics. And then there's a bleed out for a number of years where, you know, three or five years where they get some portion of those economics. You have enough of that. And then the peopl…”
May 20, 2024
May 20, 2024 bullish
Return of Real Cost of Capital Makes Shorting Environment Phenomenal
“Well, now there's finally a real cost of capital again. And we think it's a phenomenal shorting environment. Why? Because there's a whole bunch of people that are carrying a ton of debt that was basically for free, which is not for free anymore. And so what we…”
May 20, 2024
May 20, 2024 negative
Talented Analysts Quit if Top Managers Micromanage Their Investment Decisions
“What I found is people who are talented don't want to keep going to the quote head person and saying, Hey, I think we should buy da da da. And the person who spent three hours on it is saying, Hey, this is really compelling. And the head guy's like, nah, I don…”
May 20, 2024 neutral
May 20, 2024 neutral
May 20, 2024 negative
Barakett Remains Skeptical of AI Consumer Surveys Versus Real Polling
“I'm still a little suspect on this. AI can do that for you. You can say, tell me what an 18 to 24 year old would think about this brand or this product, and the AI will tell you. I'm still old school enough. I want to do the survey. I want to ask actual people…”
May 20, 2024
May 20, 2024
Tremblant Sells Rigidly on Price Target Realization or Thesis Change
“You sell when it hits your price target, and nothing else has changed. It feels good when it goes up. I think it's gonna go higher. Really? Your opinion? Or is that a fact-based decision? You gotta be fact-based. You gotta stay rigid. So you said the stock was…”
May 20, 2024
Tremblant Targets Stocks That Can Double in Three Years or Less
“We're not interested in good ideas. Like, Hey, I think if this, and this happens, we can make 15%. It's like, well, that's good, but we're long-term investors. And so we're looking for things that we think can double or more in three years or less.”
May 20, 2024 bearish
May 20, 2024
May 20, 2024 negative
Wall Street Analysts Naively Underestimate Operational and Supply Chain Friction
“In my travels on Wall Street and in finance and sell side and buy side, people's assumptions about, oh, well, you just do this. Take those machines and put them over here. Take the equipment out of wherever, China, and just move it to the Philippines. It's lik…”