The Acquirers Podcast cover image

Jonathan Boyar on opportunistic value in $UBER, $UNF, $HHH, $MSGS, $BATRA and $MRK | S07 E41

The Acquirers Podcast

00:00

Passive Flows Versus Fundamental Strategy Underperformance

They discuss passive momentum, equal-weight vs cap-weight dynamics, and cyclical periods where large caps dominate.

Play episode from 35:47
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app