equity investors

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Sep 3, 2018 by Sarah Williamson · across every show →

Everything said about equity investors, oldest first

Sep 3, 2018 neutral
Assertion Not checkable as stated
Williamson: Most buy-side equity investors never share analysis with companies
“Most equity investors, most buy-side investors, never share their analysis of a company with the company.”
Sarah Williamson Sep 3, 2018 ▶ 35:57 Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)
Sep 12, 2024
Insight
Credit is simpler than equities because returns don't require market agreement
“I think it's harder for the equity investors because they identify a stock and they make that purchase and then they hope the next day or shortly thereafter, the rest of the market agrees with their investment thesis and buys that stock. So that trades up. If …”
Dave Brizano Sep 12, 2024 ▶ 23:01 David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
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