“We have a 400-stock portfolio, which is an expression of about 20 or 25 themes… like a bond portfolio with 20 maturities”
DD
Django Davidson
The Master Investor Podcast with Wilfred Frost ·
Oliver Berkman · The Prof G Pod with Scott Galloway · Why Optimization Culture Is Making You Miserable
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checks his stock portfolio 10 to 20 times a day
10-20 checks per day
“We have a 400-stock portfolio, which is an expression of about 20 or 25 themes… like a bond portfolio with 20 maturities”
“Checking first, are they in stock or out of stock? And just doing that in different points over time and tracking it.”
“One account executive shared that automation's replaced about 20% of his old tasks, allowing him to talk 30% more customers in the same amount of time that he invested in his job before.”
“Daily Blooms knows it can do 10 times a normal day on Valentine's Day. Past 10 times, the wheels start getting shaky and customers start having a bad experience.”
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