information asymmetry

3 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Sep 7, 2021 by Todd Simkin · across every show →

Everything said about information asymmetry, oldest first

Sep 7, 2021 neutral
Insight
Simkin: Traders should not back limited opinions against informed counterparties
“Our approach is to recognize that we are often on the bad end of informational asymmetry that other people who are looking to trade in the markets frequently know more than we do. And as a result, we don't want to back our own limited opinion against a more in…”
Todd Simkin Sep 7, 2021 ▶ 3:16 #119 Todd Simkin: Making Better Decisions
Jun 28, 2022
Insight
Shah: Fast-growing tech companies succeed by maintaining information asymmetry
“All the tech companies that are disproportionately growing in wealth and net worth and revenues are also the ones which has more information asymmetry or they are more Maxwell demon-like”
Kunal Shah Jun 28, 2022 ▶ 1:51:02 Kunal Shah: Core Human Motivations
Jun 28, 2022
Assertion Supported
Shah: Apple privacy changes hurt social media by reducing information asymmetry
“A lot of social media stock market tanked and revenue tanked when Apple announced a way to not be able to keep more information asymmetry, and boom, you can't predict many things about people, and therefore your revenue Well, tank because you can't predict th…”
Kunal Shah Jun 28, 2022 ▶ 1:55:08 Kunal Shah: Core Human Motivations
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