My Notes from Delivering Alpha

by Travis Johnson, Stock Gumshoe | September 15, 2017 4:11 pm

Some thoughts and notes from this week's conference that included Ray Dalio, Jeff Ubben, Leon Cooperman, Mick McGuire, Stephen Schwarzman, Tom Siebel, Julian Robertson and more

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Source URL: https://www.stockgumshoe.com/2017/09/my-notes-from-delivering-alpha/


7 responses to “My Notes from Delivering Alpha”

  1. M says:

    Thanks, much appreciated!

  2. mary says:

    Enjoyable read…thank you!

  3. patchman says:

    Thanks Travis…thought provoking!

  4. SoMuchMass says:

    Thank you so much for this.

  5. jumboh says:

    Very informative, thanks for the recap of events.

  6. Walsh says:

    Great article, Travis.
    It takes a great force to pry me away from the biotech threads, but this did it.

  7. pineapple3 says:

    This is the first time I’m giving my opinion, as I am a novice to investing(9 months), but I totally agree with your earlier comment on some CNBC staff interviews. Some of these commentators are so aggressive. You can tell they have their own agenda and are constantly cutting in on a guest’s reply to ask another question, which is sometimes unrelated. It’s so rude. Other than pushing their own company, I don’t see why anyone would go on these shows, as the interviewer is constantly disrupting the conversation with questions that are either unanswerable(company secrets), irrelevant(what would they do IF?), committing(How many jobs are you actually bringing back to the US and how much will these workers get paid?), or guaranteed controversial(Do you agree with Trump?). All of these questions are personal and should be treated as such. They seem to want to provoke the interviewee in a lot of spots. I’m surprised that a guest doesn’t lash back and ask the interviewer questions to find out if they actually know what they are talking about and what their opinion is on Trump, etc. Of course, that’s personal, so why ask the guest? The network is about the stock market and economy, not fake news(What a CEO thinks and why he left the president’s council) Mention it, then move on. Don’t get into personal opinions. That’s the American Way. You have a right to an opinion, and it’s ok to keep it to yourself. It’s just that it sometimes seems like the guest is being interviewed by a Grand Jury or in the Spanish Inquisition. Say something wrong or unpopular and they take it out of context and make a sound bite for sensationalism. I thought I was the only one who noticed this, since I’m new to the game…….pineapple3

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