Remove 2000 Remove License Remove Strategic Planning
article thumbnail

Transcript: Mike Green, Simplify Asset Management

The Big Picture

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. We were one of the last to get what’s called a value added license to the compus stat database. The Russell 2000 has 2000 out of the roughly 3,500 stocks available publicly traded.

Assets 173
article thumbnail

Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital

The Big Picture

Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. I hope we won’t go into a Hal 2000 type situation. So it’s 10 to one, 20 to one, whatever the precisely the leverage they’re using.

article thumbnail

Transcript: William Cohan

The Big Picture

When we look at GE from ‘82 to 2000, under the Jack Welch reign, it began priced as a stodgy industrial and I have argued that he left this giant ticking time bomb of a 47 PE on an industrial, with a cratering capital business that had a ticking time bomb of an accounting fraud that SEC finds about to happen. COHAN: Did a ton of deals.