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Показаны сообщения с ярлыком research. Показать все сообщения

пятница, 21 октября 2011 г.

taleb quoting karl popper

His famous quote:
These are men with bold ideas, but highly critical of their own ideas; they try to find whether their ideas are right by trying first to find whether they are not perhaps wrong. They work with bold conjectures and severe attempts at refuting their own conjectures.
"These" are scientists. But they could be anything.


Аналитики, например.

пятница, 7 октября 2011 г.

встреча с менеджментом


“For weeks, Sprint’s management team has been avoiding all questions about their future,” saying wait until today, “in which they promised that all questions would be answered,” BTIG analysts write.
“After a slate of presentations that were far short on details, the Q&A session got ugly as the management team continued to avoid providing any detailed answers and in many cases offered responses so short and void of details that the CFO was actually laughed at,” the analysts write.
So BTIG says Sprint ”is uninvestable until they can provide better clarity on EBITDA, their 4G strategy and their capital structure.”


Бравые парни в этом BTIG. Наверное, им не нужно обеспечивать corporate access.