Paul Sonkin

4 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 27, 2017 by Paul Sonkin · said 1 times in 1 episodes since 2018 · across every show →

On the record as a speaker too: Paul Sonkin's record, appearances and statements → this page counts the times other people say the name.

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Everything said about Paul Sonkin, oldest first

Nov 27, 2017
Disclosure
Sonkin: Has not read a finance book in years, prefers journal papers
“Like, I'd say that I probably read like a few hundred journal papers a year, and there aren't, like, there aren't very many good finance books that come, come out. So, I haven't read a finance book in years.”
Paul Sonkin Nov 27, 2017 ▶ 1:00:27 Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
Nov 27, 2017
Insight
Sonkin: PMs Won't Buy Stocks Unless Pitches Clearly Articulate the Edge
“Where most people screw it up is they don't fully articulate why the stock is mispriced, and a portfolio manager subconsciously, unless they feel as though they fully understand that, They're not going to buy the stock, and if you think about it, if you can ex…”
Paul Sonkin Nov 27, 2017 ▶ 37:37 Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
Nov 27, 2017 bearish
Assertion Supported
Sonkin: U.S. Exchange Listings Halved From 8,000 in 1996 to 4,000
“So the companies in 1996, there were 8000 companies on organized U.S. Exchanges, which doesn't include the pink sheets and the OTC bulletin board. And that is 4000 companies now, even though on our levels of GDP, it should be 10,000.”
Paul Sonkin Nov 27, 2017 ▶ 26:29 Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
Nov 27, 2017
Insight
Sonkin: Convincing yourself and pitching others require different skill sets
“So what we've always thought is that first you have to convince yourself on an idea, and then you have to convince someone else, and those require two very different Skills.”
Paul Sonkin Nov 27, 2017 ▶ 10:00 Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
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