spinoffs

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 16, 2023 by Isaac Corre · across every show →

Everything said about spinoffs, oldest first

Oct 16, 2023 neutral

Insight

Corre: Spinoffs No Longer Provide Reliable Long Alpha but Create Dispersion

“That opportunity set is no longer as reliable source of alpha. It's actually still a very, very reliable source of dispersion, But there are good shorts along with the good longs.”

Isaac Corre Oct 16, 2023 ▶ 22:07 Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)

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spinoffs

Everything said about spinoffs, oldest first

Turn any episode into a week of clips.