value chain
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 13, 2019 by Michael Mauboussin · across every show →
Everything said about value chain, oldest first
May 13, 2019
Mauboussin: Markets Are Slow to Price Value-Chain Earnings Spillover to Suppliers
“If you think about a value chain for an industry, so companies and suppliers and so forth, that if one part of the value chain, so for example, if a customer does poorly in an earnings report, for instance, it likely indicates that the supplier is going to do …”