long-term companies

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 3, 2018 by Sarah Williamson · across every show →

Everything said about long-term companies, oldest first

Sep 3, 2018 positive
Insight
Williamson: Long-term firms invest counter-cyclically while short-term firms retrench
“Typically long-term companies are more counter-cyclical, and short-term companies are more pro-cyclical. Markets go, get bad, they lay everybody off, they retrench. Whereas a long-term company will then go and try to pick up customers and employees and so on.”
Sarah Williamson Sep 3, 2018 ▶ 18:53 Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)
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