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consumer names

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 2, 2017 by Ted Seides · across every show →

Everything said about consumer names, oldest first

May 2, 2017 neutral
Assertion Supported
Seides: Hedge funds disproportionately concentrate investments in tech and consumer sectors
“Hedge funds tend to traffic in technology where there's a lot of winners and losers and consumer names where they can walk into the stores and understand them, and you see that in the data.”
Ted Seides May 2, 2017 ▶ 30:31 The Bet with Buffett (Capital Allocators, EP.05)
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