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https://acquirersmultiple.com/2021/02/ep-103-the-acquirers-podcast-drew-dickson-alpha-europe-finding-alpha-through-behavioral-investing-in-europe/
In this episode of The Acquirers Podcast Tobias chats with Drew Dickson of Albert Bridge. During the interview Drew provided some great insights into:
- Hunting Alpha In Europe
- The DCF is the Randy Watson of Valuation
- Voting Machine Or Weighing Machine
- How To Build A Debiasing Strategy
- Narrative Driven Markets
- The Math On Tesla Just Doesn’t Add Up
- Modelling For A Global Pandemic
- Fama vs Thaler
- Asness Early On Momentum
- Compensation For Risk
- The Underreaction Thing That Drives Momentum
- Short Sellers Are A Paragon Of Virtue
- What’s A Gamma Squeeze!?
- Behavioral Dynamics That Drive Value Or Growth
- Alpha Can’t Be Extracted From A Diversified Portfolio
- Finding Opportunities Through An Avalanche Of Information
- Building Shadow Models
- 35% – 50% Of The AUM In The Top Five Positions
- Getting Impact On Your Winners
- When The Unsinkable Berkshire Was Down Lower Than The Market
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