David Baran
5 statements across 1 episodes · 3 bullish · 1 bearish · 1 people on the record · first statement Feb 8, 2021 by David Baran · across every show →
On the record as a speaker too: David Baran's record, appearances and statements → this page counts the times other people say the name.
Everything said about David Baran, oldest first
Feb 8, 2021
Baran: Planning the exit is far more important than finding cheap stocks
“Because thinking about getting out is way more important than thinking about getting in. I can give you a 150 cheap names that you can buy, but once you've bought them, it's like, okay, what causes the share price to go up and you get out?”
Feb 8, 2021 positive
Feb 8, 2021 bullish
Baran: Nagao's inventory resale value was 8x its market cap
“The interesting thing about this company was when we found it, they were trading at a discount to the value of the units that they owned. If the company at the time said we're going to sell all the units, And take the cash and dividend it out. It would have be…”
Feb 8, 2021 negative
Feb 8, 2021 positive
Baran: Cooperative activism beats hostile campaigns in Japan over long time horizons
“This is going to take a long, long time before you get a real market for corporate control, and it's going to take a long time to digest all the companies that could be digested even after that's understood. So let's not play the hostile game and have people a…”