Paul Johnson
5 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 27, 2017 by Paul Johnson · said 1 times in 1 episodes since 2018 · across every show →
On the record as a speaker too: Paul Johnson's record, appearances and statements → this page counts the times other people say the name.
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2018 1 mention in 1 episode
Everything said about Paul Johnson, oldest first
Nov 27, 2017
Paul Johnson: Investment research is useless unless pitched effectively to scale positions
“And now I'm a complete convert, which is that unless you can pitch this stock, get the portfolio manager, not only buy it, but then scale the position. It just doesn't matter. It's the proverbial tree in the woods.”
Nov 27, 2017
Nov 27, 2017
Johnson: Markets Form Robust Consensus With Few Smart Participants
“The sad part about wisdom of the crowds is, we figured it out, is you don't need as many people as you think to get a wise crowd. You think you'd have to have all these really smart, sophisticated people. Ends up, you don't. The robust, we call it a robust con…”
Nov 27, 2017
Paul Johnson: Investment edge is strictly informational, analytical, or trading
“So an edge is either I know something the market doesn't know, that's that information, I have figured something out, what we say in the book, I see something the market doesn't see, or I have a trading advantage, which is either I'm willing to trade or I have…”