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Sector Head Spotlight | Industrials Sector Head Jay Van Sciver

Hedgeye Podcasts

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The Importance of Alpha in the Market

I'm not a value person who thinks that like, it's everywhere and always has to be a value approach. But I do think that there are moments when, for example, AB shares, right, two classes,. A stock in the case of EW, I think it's like an amazing example right now. We have Porsche's trading from which owns 75% of, or a VW and 70% of Porsche. These are things we can do on the data collection side at Hedgei looking at the most common or credit card trends. And whether people want to buy electric cars? You know, these are important indicators that aren't company-specific.

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