Estimize
3 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Jun 2, 2022 by Leigh Drogen · said 15 times in 1 episodes since 2022 · across every show →
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brought up most by Ted Seides (10), Leigh Drogen (5)
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Everything said about Estimize, oldest first
Jun 2, 2022 bearish
Drogen: Most long/short equity hedge funds gamble with beta, not alpha
“The biggest thing that coming into this world, even being a Geller, That I learned at Estimize in talking to so many of these firms about their process for generating trading ideas and fundamental estimates and all of this stuff is really that at the end of th…”
Jun 2, 2022 positive
Jun 2, 2022 negative
Drogen: Discretionary hedge funds misuse alternative data to confirm pre-existing biases
“The discretionary hedge fund world still is basically spinning in circles, trying to figure out the relationship between analyzing a data set and using whatever analysis comes out of that data. And they are still woefully I would say misguided on one basic lev…”