“When the market was from an inflow perspective, 45% of the inflows were in small cap. We were sitting without a small cap in the market… you shouldn't rush into it”
♫
Said on The Core Report
“Own a business that can grow to the point where passive is going to play a role… there’s 10 million shares that need to be bought for index funds on Friday afternoon.”
Steve Johnson · Equity Mates Investing Podcast · Steve Johnson: What the market is missing about the AI boom
Play from 22:51
22:51
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What was described
Target small-cap businesses that are low-cost, sticky, and can eventually be owned by index funds (passive inflows)
Said nearby on the same subject
“Low cost index funds… you’re competing with a PhD in liquid dynamics from MIT… with supercomputers and AI.”
SG
Scott Galloway
BiggerPockets Real Estate Podcast ·
“We did not enact gates on any of our funds and we saw positive net inflow across 10 out of 12 funds.”
HL
Hamilton Lane
The Compound and Friends ·
“You really need to look at the weighted average total cost of your portfolio… if you can keep it around about 0.3% of a percent, I think that it would suggest… low-cost traditional indexing plus some factor-based indexing”
SW
Stuart Weems
Investopoly ·
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