简而言之，我觉得PE的时间利用绝对是更加集中且有效(intensive and efficient)，比较少碎片化时间，因此能...
The influence of buy-side analysts on mutual fund trading - ScienceDirect We present evidence of the impact of buy-side analysts on the behavior and performance of fund managers. Using data provided by a large global asset manager, we relate buy-side analysts' recommendations to fund transactions...
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the weekend digest which covers everything from new ideas to updates on current holdings and macro analysis, trade alerts, an active chat room, and direct access to ian. learn more . analyst’s disclosure: i am/we are long ccu, bti, deo, ech, ako.b, tap. i wrote this article myself...
Ian leads the investing groupIan's Insider Corner. Features of the group include: the Weekend Digest which covers everything from new ideas to updates on current holdings and macro analysis, trade alerts, an active chat room, and direct access to Ian.Learn More. ...
The company touts that they have only 4% exposure to direct online retail competition, limiting the impact of Amazon and other online sellers. On a go-forward basis, there is legitimate concern that this number could go higher. Auto parts (3.8% of rent) and drugstores (2.1%...