Shawn Wang: evaluation

Transcript context

…Yeah, no, that, that's absolutely right. And, and right now that's definitely the kind of strategy that would not be performing well right now because everyone would be talking about ai. And, and that's, as you know, like that's a lot of what you do in Quant is you, you try to weed out other possible explanations for for why this trend might be happening. And in that particular case, I think we found that, like the companies, it wasn't, it wasn't like Sears and Walmart were both talking about mobile. It's that Walmart went out of their way to talk about mobile as like a future, mm-hmm. Trend. Whereas Sears just wouldn't bring it up. And then by the time an invest investors are asking you about it, you're probably late to the game. So it was really identifying those companies that were. At the cutting edge of, of new technologies and, and staying ahead. I remember like Domino's was another big one. Like, I don't know, you remember that? So for those who don't know, Domino's Pizza, I think for the run of most of the 2010s was a better performing stock than Amazon. Yeah. It's insane.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.