Dan Tannenbaum

4 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 23, 2024 by Dan Tannenbaum · across every show →

On the record as a speaker too: Dan Tannenbaum's record, appearances and statements → this page counts the times other people say the name.

Everything said about Dan Tannenbaum, oldest first

May 23, 2024 neutral
Assertion Contradicted
Tannenbaum: 90% to 95% of top Indian graduates emigrated in the 1990s
“I think of top Indian schools back then, 90, 95% of people left.”
Dan Tannenbaum May 23, 2024 ▶ 5:54 Dan Tennebaum - The Case for India at India Capital (EP.387)
May 23, 2024 neutral
Assertion Not checkable as stated
Tannenbaum: Indian Markets Suffer High Manager Attrition and Weak Duration
“In the Indian context, that's a curious thing that market performance has been pretty strong, but manager attrition is really high and duration is not so hot.”
Dan Tannenbaum May 23, 2024 ▶ 27:21 Dan Tennebaum - The Case for India at India Capital (EP.387)
May 23, 2024 positive
Insight
Tannenbaum: Indian corporate collapses almost always show public red flags beforehand
“Very seldom have these things gone bust, and afterwards people said there's absolutely nothing that would have suggested this. Usually there's something in how they've allocated capital, How they've done business with associated companies, margins they earn th…”
Dan Tannenbaum May 23, 2024 ▶ 46:14 Dan Tennebaum - The Case for India at India Capital (EP.387)
May 23, 2024 neutral
Assertion Supported
Tannenbaum: Major Indian corporate blowups were large caps with unanimous buy ratings
“Just in the time I've been investing, there have been permanent losses of capital in one of the largest banks, in more than one of the leading telecom companies, in the largest brick and mortar retail company, one of the big software companies, and these were …”
Dan Tannenbaum May 23, 2024 ▶ 45:29 Dan Tennebaum - The Case for India at India Capital (EP.387)
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