Remove License Remove Strategic Planning Remove Valuation
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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. The valuation of risk versus 00:46:33 [Speaker Changed] Reward 00:46:34 [Speaker Changed] Is something that I think a machine cannot do in the same way that human can.

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. We were one of the last to get what’s called a value added license to the compus stat database.

Assets 173
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Transcript: William Cohan

The Big Picture

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. And so Goldman’s valuation is around, you know, 110, $120 billion; and Morgan Stanley’s is around 170. He was taking fees for licensing his name.