“The average tenure that we have across all of our staff is 13.2 years”
♫
Said on The Business of Allied Health
“If you buy the one-year today for a year and then roll it over, I have to get 6%, ignoring compounding… If you think the one-year rate is not going to be at 6% next year, you'd buy the two-year.”
Harley Bassman · Alpha Exchange · Harley Bassman, The Convexity Maven
Play from 43:01
43:01
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What was described
Use the break-even forward rate (e.g., 1-year at 4% vs 2-year at 5%) to decide whether to roll a 1-year position or lock in a 2-year position
1-year 4%, 2-year 5%, implied 6% roll-over return
Said nearby on the same subject
“Pangram 4's false positive rate is about 1 in 24,000”
♫
Said on Unit Economics
“We took up our position in SK Hynix to be about a four, a bit over 4% ... stock's up 20 fold ... we've sold about 90% of our position, but that still leaves us with almost 7% position in the fund”
CR
Cameron Robertson
Equity Mates Investing Podcast ·
“A new innovative measure… a forex reserve… for every long position on the forwards… importer demand is going to come down substantially… exporter will be incentivized because of the higher forward premium”
♫
Said on The Core Report
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