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At Station, we understand that a company’s people and culture are the key to success, and we seek to work with entrepreneurs and management teams who are motivated and incentivized to execute a shared strategic vision alongside an activeinvestor-group.”
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. Everybody is an activeinvestor. So I, I had a background in derivatives.
So I leave the Bureau of Labor Statistics and I move into economic consulting. And this is distinct from management consulting, which I think a lot of people are pretty familiar with. With econ consulting, at least at the firm, I was that — it was a lot of expert witness testimony. NORTON: Right. NORTON: Yeah.
But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedgefund manager. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedgefund.
Lawrence McDonald is a risk consultant, the founder of The Bear Traps Report, and the co-author of How to Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy. Mary Long: I'm Mary Long and that's Larry McDonald of risks consultant and founder of the Bear Traps Report.
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