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Altimetry’s Hidden Alpha

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Edouard d'Orange
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Edouard d'Orange
March 26, 2021 7:38 pm

Tried to listen to Professor Joel Litman’s interminable presentation on the “coming revolution”, but quit after 15 min. He says that a work from home (WFH) shift is occurring. Wow, what a revelation. Three main sectors will be affected: the aforementioned WFH, play from home and something else (I forget) from home. He talks about Zoom (ZM) and its fantastic gains but says he and his group don’t recommend it. He mentions other companies but doesn’t say if he recommends them or not. I couldn’t listen any more. Are there definite recommendations or just a general theme of WFH and its implications, then a subscribe pitch at the end? Please let me know.

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bernice gould
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bernice gould
March 26, 2024 3:02 pm

altimetry

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