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
| +21 | 3x SWE FAANG Intern -> Fundamental Analyst @ HF | 13 | 16h |
| +12 | Fund 1 8%, fund 2 5%, when will fund implode? | 5 | 13h |
| +12 | AI/job update | 4 | 1h |
| +3 | Castle Hook Partners | 0 | 6d |
| +3 | Disclosed non public fund performance to a headhunter | 3 | 11h |
| +3 | Dragoneer | 1 | 1d |
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