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
| +24 | James Fishback | 9 | 6h |
| +21 | Future of L/S | 5 | 3d |
| +17 | Latest blow up / wind down | 25 | 3d |
| +12 | Looking for Fund to Partner With - LMM Activist | 4 | 16h |
| +10 | SM L/S Compensation? | 3 | 18h |
| +9 | MMHF Central Execution Trajectory/Advice | 1 | 1d |
| +9 | How to prep for credit HF? | 4 | 1d |
| +9 | Moving from credit to equity? | 3 | 4d |
| +4 | Jensen Huang | 1 | 11h |
| +3 | Chefs at Pod Shops | 2 | 3d |
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