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dot-com bubble

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Jan 8, 2018 by Michael Mauboussin · across every show →

Everything said about dot-com bubble, oldest first

Jan 8, 2018 neutral
Assertion Supported
Mauboussin: Manager Return Dispersion Spiked During Dot-Com Era Before Reverting
“So that standard deviation had been going down, down, down, sixties, seventies, eighties, into the nineties. And then there was a massive reversal where the standard deviation went way back up around the dot com period. And so there's a spike, and then it come…”
Michael Mauboussin Jan 8, 2018 ▶ 15:36 Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
Mar 7, 2022 positive
What-if
Lamont: Google and Amazon wouldn't exist without 1990s internet mania
“If we hadn't had a mania, we wouldn't have funded things like Google and Amazon, some of the great companies of today.”
Annie Lamont Mar 7, 2022 ▶ 13:56 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
Nov 20, 2025 neutral
Assertion Supported
Mahr: Dot-com brokerages distributed hot IPO shares first-come, first-served
“There were a lot of IPOs in that market environment, the dot-com bubble. They would go up a hundred percent, 200% or more on the day that they priced, and there were a small number of investment firms that would get allocations to these IPOs, and they would of…”
Daniel Mahr Nov 20, 2025 ▶ 4:20 Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)
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