Alex Edmans · The Rational Reminder Podcast · The Madness of Markets (Alex Edmans)
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
Use the annual “100 best companies to work for in America” list as a signal; track the stock performance of those firms over a 28-year horizon
companies on the list outperformed peers by 2.3-3.8% per year, 89-184% compounded over 28 years
“We found that in our case … performance as rated by one's colleagues after 12 months… then you need to identify as many signals as you can… see what combinations of signals best predict that outcome”
“Companies that treat their work as well delivered stock returns that outperformed by 2.3% to 3.8% per year… 89% to 184% compounded”
“Checking first, are they in stock or out of stock? And just doing that in different points over time and tracking it.”
“The best way to do it is not to buy the 100 lowest multiple stocks. It's to go to each sector of the economy and buy the lowest multiple stocks in that sector”
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.