“You'll start by offsetting the short-term gains of the short-term losses, and then the long-term gains of the long-term losses”
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Said on Motley Fool Hidden Gems Investing
“Each business line has its own economists and strategists that focus more on the short-term and the news flow. So this is not our job.”
Maria Vasalu · Masters in Business · Balancing Conviction and Risk: Masters in Business with Maria Vassalou
Play from 19:11
19:11
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What was described
Separate research functions: the Institute focuses on long-term, macro/geopolitical themes while each business line has its own economists/strategists handling short-term news flow
Said nearby on the same subject
“Meta Platforms is starting a new business line focused on selling AI tools to enterprise customers... It is spending more than $100 billion on its AI infrastructure just this year.”
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Said on WSJ Tech News Briefing
“‘...we built the business on making tax pooling available to every Kiwi business… we entered the market 14 years ago focused on making it available to every New Zealand business.’”
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Said on Notes From The Executive
“I sort of set it and leave it... if my macro view really lines up with... I'll make some adjustments”
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Said on Bloomberg Intelligence
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