We created “The Call” to simulate the decision-making process of a world-class hedge fund.
- How do the sharpest investors analyze their favorite long and short ideas?
- What’s the debate like between analyst and portfolio manager?
In keeping with that theme, below are video highlights from this week’s editions of “The Call” we wanted to call to your attention along with brief descriptions to speed up your idea generation process.
Enjoy and have a great weekend.
- Tuesday, October 5th, 2021 - Financials analyst Josh Steiner updates on data in the Chinese property sector and CPI numbers, noting inflation - 00:00:20
- Wednesday, October 6th, 2021 - Technology analyst Ami Joseph flags Palantir Technologies, Inc. (PLTR)'s new deal with the U.S government - 00:05:40
- Friday, October 8th, 2021 - Healthcare Policy analyst Emily Evans updates on the labor issue in healthcare, noting the impact of Coivd on the United States’ workforce, highlights distributed clinical trials, and comments on vaccinations - 00:11:05