long-term investors

also referred to as: long-term investor

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Sep 3, 2018 by Sarah Williamson · across every show →

Everything said about long-term investors, oldest first

Sep 3, 2018 neutral
Insight
Williamson: Boards mathematically cannot optimize for both short and long-term investors
“And so that is where the problem is, that there is, is mathematically impossible to optimize for both a high discount rate, shorter term investor, and a lower discount rate, longer term investor.”
Sarah Williamson Sep 3, 2018 ▶ 33:32 Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)
Feb 24, 2020 negative
Insight
Adjusting managers or strategy annually is a fool's errand for endowments
“Because as a long-term investor, you know, if you're doing this every year or quarter or something, I think you're on a fool's errand.”
Doug Phillips Feb 24, 2020 ▶ 12:15 Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
May 1, 2023 negative
Insight
Monk: Sharpe ratios fail mathematically in negative return environments
“That sharp ratios are largely wrong. There's a bunch of reasons why the sharp ratios kind of distort our understanding of the risk we're taking, and it's not wrong in the sense that it's not a useful tool to use just to look, but as long-term investors, sharps…”
Ashby Monk May 1, 2023 ▶ 58:00 Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.