Novus Partners

4 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 5, 2018 by Basil Qunibi · said 18 times in 1 episodes since 2018 · across every show →

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brought up most by Ted Seides (10), Basil Qunibi (8)

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2018 18 mentions in 1 episode

Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42) Mar 5, 2018 · 18 mentions · from 4:32
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Everything said about Novus Partners, oldest first

Mar 5, 2018 neutral

Insight

Crowdedness outperforms over time but poses extreme danger during market reversals

“Actually, crowdedness is a factor outperforms over time, but it's extremely dangerous if you're not paying attention to it.”

Basil Qunibi Mar 5, 2018 ▶ 39:40 Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)

Mar 5, 2018

Assertion Supported

In 2015, 150 hedge funds owned 70 days of Valeant trading volume

“Valiant was at one. Valiant had a 150 or so hedge fund managers, and in aggregate, they represented 7000% of average daily volume. So, 70 days worth of volume was represented by a 150 managers.”

Basil Qunibi Mar 5, 2018 ▶ 38:35 Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)

Mar 5, 2018 neutral

Disclosure

Novus receives position-level transparency from 1,500 hedge fund managers

“We have about 1500 hedge fund managers that now give us their position Level transparency directly from administrators”

Basil Qunibi Mar 5, 2018 ▶ 23:11 Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)

Mar 5, 2018 bearish

Assertion Not publicly verifiable

In 2018, Altaba matched Valeant's peak hedge fund crowdedness score

“And I can tell you there's three or four stocks right now that, that are in similar score to value. You know, one of them is the Altaba for sure, which is I think the Yahoo, you know, spin out.”

Basil Qunibi Mar 5, 2018 ▶ 39:15 Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)

Novus Partners

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