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12 results for “market fragmentation”
“Why Europe's next unicorns are hiding in plain sight across fragmented markets”
...fragmentation is huge. You know, the next Spotify or the next DeepHub or the next content follow-up can start in Milan or in Lisbon or in Berlin or in Copenhagen.
2:16 / 2:45
market insight2:16 – 2:45
...market impact in trading? We have a trade off that's embedded in the optimization that captures that dynamic. Market impact, specifically, where it intersects with the portfolio construction is in terms of number one's or ultimate position sizing. Co
33:41 / 34:49
from transcript33:41 – 34:49
...Even the market leaders, some of these firms are talent acquirers, some are talent developers, some are based on autonomy, and some are based on collaboration. Some, the production metric is a business. We have a commodities business, and some is the
18:45 / 19:55
from transcript18:45 – 19:55
...market, any market, is this process of adverse selection, which is you have predatory practices, predatory pitches that show up and say invest in this.
1:00:44 / 1:01:47
from transcript1:00:44 – 1:01:47
...market take. So the amount of dimensions that you could start diversifying,
52:24 / 53:31
from transcript52:24 – 53:31
...markets are different in the last couple of years than they were
39:00 / 40:04
from transcript39:00 – 40:04
...private markets and the public markets. And, you know, the Collisons did an interview where I think maybe it was John, did an interview where he talked about, you know, managing your stock price and avoiding volatility, and you can kind of orderly fa
42:45 / 43:45
from transcript42:45 – 43:45
...market really is unsure, then this, to me, is an opportunity that isn't just about mere reversion. It's about recognizing how the market misprices complexity, especially in companies that operate across silos, sectors, or regulatory frameworks. And w
45:44 / 46:47
from transcript45:44 – 46:47
...the market has become less efficient is because of quants themselves. They become a larger and larger portion of the trading in the market, these pod shops. And I have nothing against them. They're producing some absolutely stellar returns, risk adju
35:15 / 36:21
from transcript35:15 – 36:21
...year, the market will spit out one to two opportunities that are so polarizing because people are simply afraid to lose their jobs or get fired if they even mention the name of that company. And our best ideas will typically exhibit characteristics o
18:41 / 19:52
from transcript18:41 – 19:52
...across market cap, liquidity, geography, business model sector, and subsector. And you can very effectively identify them and begin to then triage them for suitability to your process. What are some of the characteristics of those inefficiencies that
16:30 / 17:37
from transcript16:30 – 17:37
...two markets can arbitrage large pricing discrepancies. The question then is whether their differences are enough for private equity to make up for the costs of doing business. Leverage, size, control, dispersion, and illiquidity each in theory positi
4:33 / 5:36
from transcript4:33 – 5:36
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