DREW CHATS WITH TOBY CARLISLE

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