event-driven investing
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Oct 17, 2022 by Reade Griffith · across every show →
Everything said about event-driven investing, oldest first
Oct 17, 2022 negative
Oct 16, 2023 neutral
Corre: Event-driven investing now requires fundamental analysis, not just event dynamics
“Now, I think partially because of the rise of passive and quant, partially because the Darwinian process has weeded out a lot of the alpha donors, it's not as simple as that anymore. You have to be much more focused on both the event dynamics, but also the fun…”