quarterly earnings

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 1, 2025 by John Khoury · across every show →

Everything said about quarterly earnings, oldest first

Dec 1, 2025 neutral

Assertion Not checkable as stated

Khoury: 80% of Pod Hedge Fund Returns Arrive Around Quarterly Earnings

“80% of the returns of these pods are generated on quarterly earnings or the day after quarterly earnings, which means they are looking out for one quarter.”

John Khoury Dec 1, 2025 ▶ 12:20 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)

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quarterly earnings

Everything said about quarterly earnings, oldest first

Turn any episode into a week of clips.