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13 results for “market focus”
Concept5 mentions across episodes
focus
...You know, this concentration came for two two reasons. You know, one is clearly thematic investing in technology. Then you also have investing in large company. You have a theme of momentum sort of that is basically self fulfilling. You know, more so
7:29 / 8:32
from transcript7:29 – 8:32
...of market concentration, and that's a sign that the market's frothy. What it's a sign of is the digital platform economy that we're in, where the leader grows bigger, faster, and is able to accrue huge profits. So it's purely driven by the shape of t
37:29 / 38:33
from transcript37:29 – 38:33
...of market concentration, and that's a sign that the market's frothy. What it's a sign of is the digital platform economy that we're in, where the leader grows bigger, faster, and is able to accrue huge profits. So it's purely driven by the shape of t
39:44 / 40:49
from transcript39:44 – 40:49
...a market cap weighted index, the valuations do come down. And that's another sort of descriptor or way of suggesting that actually a broader spread of returns, across the market, may be more attractive than they've been for quite some time. So it's t
53:21 / 54:23
from transcript53:21 – 54:23
...that this is the market correcting what has become too concentrated of a market.
32:56 / 34:02
from transcript32:56 – 34:02
You can sleep at night. But if you go and talk to investment advisers around the world and you ask them, do you think your clients really truly know what's underlying that basket? I think they most of them would say they would assume that it's it's r
9:44 / 10:46
from transcript9:44 – 10:46
...markets. So on average, the market size, the whole market is about two to three hundred million dollars in size, and they tend to have, on average, it's a very broad sweet number, but it's about 25 to 30% share on average in each market. They will ac
5:56 / 7:04
from transcript5:56 – 7:04
...market has become very dominated by a smaller number of super large companies. So, you know, the biggest 10 stocks in the S and P are, you know, well over a third of the value of the whole index. You know, five companies are getting on for 30%. That'
13:14 / 14:44
from transcript13:14 – 14:44
...a focus on certain end markets they find more attractive, but it's the structure. So if you talk to the company or if you talk to former employees, you get a very consistent message that AMETEK tends to be number one or number two. They're always gon
5:17 / 6:22
from transcript5:17 – 6:22
...in markets. Yes. Correct. For this, maybe it's more useful to talk about the prime contractor industry as a whole
3:14:58 / 3:16:03
from transcript3:14:58 – 3:16:03
...the rise with market leading companies dominating economic growth, profits, and performance. We don't need to make a pejorative statement that the S and P 500 is too concentrated,
5:21 / 6:23
from transcript5:21 – 6:23
...a market where you have everybody loss leading, and nobody's big enough to get any kind of scale effects. Is there gonna be a a world where the the nineteenth player survives? I mean, Jack Welch,
36:43 / 37:46
from transcript36:43 – 37:46
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