The Information
also referred to as: information
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Aug 18, 2022 by Howard Smith · across every show →
Everything said about The Information, oldest first
Aug 18, 2022
Smith: Information Produces Edge Until Marginal Utility Turns Negative
“Drawing the line when the marginal utility of an extra unit of information is no longer positive, I think is an important skill because you can get yourself very confused and you can drown in too much information. So drawing the line on what makes sense and wh…”
Jun 1, 2026 positive
Brooks: Private equity's core input is information, not glass or metal
“Our input to the process is not glass or metal. It's information. If the questions are better, then the information you're going to be getting is better. If you get better information, you have somebody who is more knowledgeable in interpreting that informatio…”