Constellation Asset Management
7 statements across 1 episodes · 5 bullish · 2 bearish · 1 people on the record · first statement Jan 20, 2022 by Florian Bartunek · said 10 times in 1 episodes since 2022 · across every show →
Mentions by year
brought up most by Ted Seides (4), Greg Dowling (4), Florian Bartunek (2)
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Everything said about Constellation Asset Management, oldest first
Jan 20, 2022 bullish
Holdings Fell 30% While Earnings Expectations Rose 5% to 8%
“When we look at our businesses, in the last six months, on average, the companies fell 30% from the peak. Some fell 40, some fell 15, But on average, 30. When you look at earnings expectations, they are, after the third quarter earnings, they were up five to e…”
Jan 20, 2022 negative
Investors in Their 30s Are the Most Dangerous Because They Overthink
“I love the sixty-year-olds or fifty-year-olds. I love the twenty-year-olds. The 30, 35 are the most dangerous. Why? Because when you're 50, 60, you saw a lot of things, and you simplify. You know what works, what doesn't, and you do it very simple. When you're…”
Jan 20, 2022 bullish
Jan 20, 2022 positive
Constellation Returned 6x to 12x in Top Brazilian Market Leaders
“We made 12 times our money in the largest education company in Brazil, six times our money in the largest e-commerce business in Brazil, eight times our money in the largest drugstore in Brazil. And this is eight years, six years, seven years, and just betting…”
Jan 20, 2022 positive
Jan 20, 2022 positive
Jan 20, 2022 negative
Fund Managers Should Never Hold 15 Percent Positions in One Company
“You shouldn't have In the long run, 15% in one company. You shouldn't, because again, this is a competitive business. We are not managing our own money, and we don't care. No, this is a competitive business. You shouldn't have 15% in one company. Of course, if…”