Adam Parker
The Operator
Execution, delivery and performance, gets the hard thing done.
Adam Parker registers as The Operator through an obsessive systematization of process over prediction. Daily ingestion of fifteen data points across three thousand equities, accumulated over two decades, converts every research question into an empirically testable distribution.
“For a decade. Yeah, we had a two year period where it hasn't been good for vacation, but I think it will be again this summer. But I think generally that's been right. And so I don't, you know, I felt like it's important to, um, Hit on the imports of U.S. equities, but I don't really know.”
“It's an amazing firm, but it's traveling everywhere and getting fat and just all that stuff. So I think it's freeing from the standpoint of, you know, a lot of that was just, you know, you're flying to conferences all around the world and it's a lot of airplane time.”
“But it was effort and enthusiasm, just like getting the PhD berry. It's basically 99% perseverance, 1% intelligence. And this was like you get in there and there was just no rules. Like find something interesting and write about it.”
“Really bullish. And if you look at how a lot of funds work, we did a note last year in June 21 called ESG ETFs, 49% QQQ, 49% XPSPX, 2% ESG. So the idea was these things are closet triple Qs.”
Masters in Business: “Adam Parker on Strategies and Valuations”
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