Security Analysis

2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Dec 11, 2018 by Adam Robinson · said 3 times in 2 episodes since 2018 · across every show →

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brought up most by Adam Robinson (2), Adam Carr (1)

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2024 1 mention in 1 episode
2018 2 mentions in 1 episode

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Everything said about Security Analysis, oldest first

Dec 11, 2018 negative
Opinion
Robinson: The concept of 'intrinsic value' in fundamental analysis is a fraud
“Intrinsic value is a fraud, and I can demonstrate that. It's a fraud for several reasons. First, I'm using air quotes. What he really meant by intrinsic value is true value. But he knows if he used the phrase true value of something, that people would say, hey…”
Adam Robinson Dec 11, 2018 ▶ 43:42 #47 Adam Robinson: Winning at the Great Game (Part 1)
Dec 11, 2018 negative
Insight
Robinson: Fundamental analysts show hubris expecting unique insights from standard MBA tools
“Every fundamental analyst believes he or she using exactly the same tools that every other and information and information that every other MBA, former MBA student has acquired reading security analysis is going to discover something no one else has discovered…”
Adam Robinson Dec 11, 2018 ▶ 48:11 #47 Adam Robinson: Winning at the Great Game (Part 1)
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