Marvin Davidson
2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Mar 11, 2024 by Michael Leffell · said 14 times in 2 episodes since 2023 · across every show →
Mentions by year
brought up most by Michael Leffell (5), Ted Seides (3), Tony Yoseloff (1)
tap a year for its mentions
2024 6 mentions in 1 episode
2023 8 mentions in 1 episode
Everything said about Marvin Davidson, oldest first
Mar 11, 2024 positive
Leffell: Committing investment theses to writing creates crucial institutional accountability
“The third thing would be always commit things to writing. That was one of the early disciplines we took on because having something in writing creates accountability. There's no he said, she said. The analyst has committed something. You know what was said and…”
Mar 11, 2024 positive
Leffell: Davidson Kempner pooled partner profits to prevent desk capital hoarding
“Every partner in the firm did well if the firm did well, and did poorly if the firm did poorly. And the hope there was that If merger arbitrage is having a gangbang year, then the guys in distress where I was would not glom onto capital for mediocre ideas. We …”