During their recent interview on The Acquirers Podcast with Tobias, David Trainer, CEO of New Constructs discussed Companies That Tell The Truth Outperform.
Is it saying these companies are more distorted, and these companies are less distorted, and is that the signal to go long or short, or is there value component to that?
That’s what we call the truth stocks, or the companies where there’s zero distortion, or really small amounts of distortion.