“Manufacturing is one of the sectors which we identified very early on in October 2020. This was just six months after the first wave of COVID.”
♫
Said on The Core Report
“If you just do momentum on a sector level, you would get most of the momentum profits at the individual company level.”
Alex Edmans · The Rational Reminder Podcast · The Madness of Markets (Alex Edmans)
Play from 34:40
34:40
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
Advocates sector-level momentum: buy sectors that outperformed over the past six months and sell under-performing sectors
Said nearby on the same subject
“We have a sister company in R.M. Sotheby's, so we sell cars and automobilia... luxury is probably the fastest emerging and growing sector”
♫
Said on The Gstaad Guy Podcast
“In August 2018, six months after Brown took over as CEO, Buffalo Wild Wings rolls out a special $5 menu for football season. The items include cheeseburgers and bratwurst, encouraging customers to buy those items over chicken wings.”
♫
Said on Business Wars
“When you overload too many managers in one sector, it can happen... we try to manage it like that versus on a dime.”
ET
Erlina Yeo Terwelp
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