cisco
ValueWalk
A successful investment process should seek to systematically take advantage of favorable risk/reward asymmetries over time. The value of that process should be revealed not by the performance of any individual stock, but through repetition with a portfolio of stock, and over a longer time horizon. As such, we are usually hesitant to write about individual stocks where we think the odds of outperformance or underperformance are fairly even. Q4 2020 hedge fund letters, conferences and more It is the skew, or extent of potential outperformance or underperformance, around the odds of leading or l...
ValueWalk
There is an increasing body of evidence that the age cohort that most wants to return to the office is younger workers. Blind, an anonymous professional network, with 3.6M verified users, took to the platform and asked its users the same two questions, to get a pulse on how a scope of professionals are feeling. Q2 2020 hedge fund letters, conferences and more1. Do you have the physical space at home to do your job comfortably?2. Do youwant to return to the in person office?100% Of Younger Professionals Are Eager To Return To The In Person OfficeKey Findings as of 9/04 (~2,000 Responses): 75% o...
ValueWalk
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