By YouSum Live 00:00:09 Philosophy of continuous improvement for excellence. 00:01:01 Focus on deeply understanding economic systems for portfolios. 00:01:23 Importance of fundamental understanding in market decisions. 00:02:25 Systemizing reasoning processes for decision-making discipline. 00:02:30 Strategy for diversification as a key element in decision-making. 00:10:13 Seeking uncorrelated return streams for investment reliability. 00:11:34 Balancing and diversifying risk for effective portfolio management. 00:17:01 Compounding organizational understanding through constant improvement. 00:18:42 Rule book from idea to data to visualizations. 00:19:01 Constant learning process, making predictions, and adapting. 00:19:31 Systematic process allows focus on new problems. 00:19:55 Compounding understanding in organization like investments. By YouSum Live
Call for this bank to Divest from Mobileye, it has a majority stake in this Israeli company. 10million shares equivalent to 280 million USD. The company loses money with a lower than -100 PE ratio. Meaning it's a total loss. Divest now.
![[ ออกกอง ] วัยหนุ่ม 2544 โลกหลังลูกกรง..ทัวร์กองถ่ายหนังใน "คุกของจริง" | JUSTดูIT.](http://i.ytimg.com/vi/vB--aOkZCpw/mqdefault.jpg)
Interesting to watch this after having just finished reading The Fund.
By YouSum Live
00:00:09 Philosophy of continuous improvement for excellence.
00:01:01 Focus on deeply understanding economic systems for portfolios.
00:01:23 Importance of fundamental understanding in market decisions.
00:02:25 Systemizing reasoning processes for decision-making discipline.
00:02:30 Strategy for diversification as a key element in decision-making.
00:10:13 Seeking uncorrelated return streams for investment reliability.
00:11:34 Balancing and diversifying risk for effective portfolio management.
00:17:01 Compounding organizational understanding through constant improvement.
00:18:42 Rule book from idea to data to visualizations.
00:19:01 Constant learning process, making predictions, and adapting.
00:19:31 Systematic process allows focus on new problems.
00:19:55 Compounding understanding in organization like investments.
By YouSum Live
This is beautiful ..The systemization of a vision, a philosophy.
it's only beautiful if it translates into returns.
This is beautiful, thanks for sharing
So powerfull!!!
👏🏻👏🏻👏🏻👏🏻👏🏻
After reading the book The Fund….. I take everything that Bridgewater espouses with a grain of salt
this is a lot of marketing, compare their returns to say citadel, theirs is full of beta or negative alpha
Old wine (read: KAIZEN) in a new bottle! 😆#Bridgewater
Less BS philosophy and more real world facts on making good investments. This conference shouldn't be a let's all feel good comfort thingy Teddy Talk.
seems like they started an AI system that keeps learning.
Call for this bank to Divest from Mobileye, it has a majority stake in this Israeli company. 10million shares equivalent to 280 million USD. The company loses money with a lower than -100 PE ratio. Meaning it's a total loss. Divest now.