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Evan L. Jones’s Followers (2)
Evan L. Jones
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Active Investing in the Age of Disruption
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* Note: these are all the books on Goodreads for this author. To add more, click here.
“Information is an advantage. Many people think they have to have unique information that no one else can get, but often it is simply that you may know what the information means while others do not. The information may also be readily accessible, but others did not bother to ask and you did. Channel checks are also driven by the specific expectations and concerns stated in the investment thesis. This all takes time and effort, but is the best path to a repeatable and sustainable outperformance.”
― Active Investing in the Age of Disruption
― Active Investing in the Age of Disruption
“It is often relatively easy to find companies that are being disrupted and will eventually disappear, but they are not always easy to short and make money. The flawed business model company may have potential acquirers, they may have new management teams excite investors for a turnaround, or they may negotiate desperate partnerships to keep the company alive. All these things can make the stock price spike from very low valuation levels and cause material losses.”
― Active Investing in the Age of Disruption
― Active Investing in the Age of Disruption
“A number of Fed governors have discussed their expected ability to “talk” the markets back into stability without having to make actual rate cuts. They have come to believe that the recent history of investors hanging on every word and parsing every phrase of their releases will always continue in the future. Today they can move markets upward with a phrase about “remaining vigilant and supportive,” as investors buy on any sign of Fed dovishness, but there is no guarantee that this will be the case in the future.”
― Active Investing in the Age of Disruption
― Active Investing in the Age of Disruption
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