Hendrik Bessembinder

3 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 19, 2024 by Michael Mauboussin · said 9 times in 1 episodes since 2024 · across every show →

Mentions by year

brought up most by Michael Mauboussin (9)

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2024 9 mentions in 1 episode

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Everything said about Hendrik Bessembinder, oldest first

Feb 19, 2024
Assertion Supported
Mauboussin: Tech companies are not overrepresented among top compounders
“The other thing he pointed out technology companies, they're not overrepresented actually.”
Michael Mauboussin Feb 19, 2024 ▶ 44:39 Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
Feb 19, 2024
Assertion Partly supported
Mauboussin: Almost all top compounder stocks suffer 75%+ drawdowns
“He documented that almost every one of these great compounders had massive drawdowns at some point. And it was common to have drawdowns of 75% or more, but some were 80, 85% drawdowns.”
Michael Mauboussin Feb 19, 2024 ▶ 45:00 Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
Feb 19, 2024 neutral
Assertion Supported
Mauboussin: GM and GE remain top 20 lifetime wealth creators
“For example, you think about the leaderboard, the top 20 greatest wealth creators of all times, and it would include some suspects you would guess, which would be Apple and Microsoft and Amazon and Alphabet and so forth, but it also includes things you might n…”
Michael Mauboussin Feb 19, 2024 ▶ 36:44 Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
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