Verdad Capital

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 23, 2020 by Michael Mauboussin · across every show →

Everything said about Verdad Capital, oldest first

Mar 23, 2020 bullish
Assertion Supported
Mauboussin: Equities rebound strongly three months after a 20% market drawdown
“After a drawdown of 20% in the S&P 500, you wait three months. So now from the beginning of March through early June, and then you get involved. And then they looked at small cap and large cap value, small cap and large cap growth. And what they found essentia…”
Michael Mauboussin Mar 23, 2020 ▶ 25:50 Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
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