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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. I’m gonna hold it in my portfolio. That actually is exactly what we ended up doing.

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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. And it gives us a batting average so we can understand is a portfolio manager winning more ideas than they lose. And so we began staffing up in those areas.