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corporates

also referred to as: corporate

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Jun 29, 2020 by Tony Davis · across every show →

Everything said about corporates, oldest first

Jun 29, 2020 bearish
Assertion Supported
Corporate social ESG data is self-reported, unaudited, and chronically stale
“Social is much more difficult today. Let's start with the fact that the data is self-reported, unaudited, and stale by the time you get it from those corporates.”
Tony Davis Jun 29, 2020 ▶ 36:32 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
Oct 16, 2023 bullish
Prediction Not checkable as stated
Corre: M&A Deal Flow Will Rebound as Regulators Back Off Extreme Positions
“I'm actually pretty optimistic now that the administration seems to be pivoting away from some of these more extreme positions. They basically folded on Activision. They folded on Horizon. I'm pretty optimistic that once the corporates get the message that it'…”
Isaac Corre Oct 16, 2023 ▶ 18:54 Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
Feb 2, 2026 bullish
Assertion Partly supported
Lewinsohn: US consumers and corporates have been historically under-leveraged
“Part of the reason we've been more bullish on the economy than some others over the last few years is the U.S. Consumer and the corporate have been historically under levered.”
Jonathan Lewinsohn Feb 2, 2026 ▶ 29:26 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
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