management assessment

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 15, 2024 by George Mikulakis · across every show →

Everything said about management assessment, oldest first

Jan 15, 2024 negative
Insight
Michelakis: Financial sector investors naturally underweight management quality
“Take the financial sector. I think there's naturally an underweight of management assessment. The expertise lends itself to a lot of three letter acronyms and lends itself to detail and numbers and a lot of information. And people often just don't lift their h…”
George Mikulakis Jan 15, 2024 ▶ 40:21 George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
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