How much do you care about valuation vs catalysts/revisions?
Either in absolute terms or relative to peers. Curious if SM or MM.
Feel more and more than valuation is a fools errand and you just buy fundamental strength and short weakness
Either in absolute terms or relative to peers. Curious if SM or MM.
Feel more and more than valuation is a fools errand and you just buy fundamental strength and short weakness
+57 | Looking for a Fund Manager to partner with to start a new fund. | 28 | 2h | |
+29 | How to destress at Pod HF? | 12 | 1m | |
+25 | Any R course recommendations? | 14 | 1d | |
+23 | Starting Personal Account | 12 | 3d | |
+19 | Track Record Expectation For PM's | 24 | 26m | |
+19 | Hedge Fund WLB | 6 | 5d | |
+16 | Which Funds focus on timing the broad market rather than L/S individual equities? | 10 | 4d | |
+16 | HF perspective on Google (Alphabet) | 5 | 15h | |
+15 | How extroverted is the junior MMHF job? | 5 | 16h | |
+15 | good fundamentals, bad chart | 11 | 19h |
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