Quantitative Value Investing
Rafe emphasizes the importance of live out-of-sample data in financial research, cautioning against the pitfalls of backward-looking models. He discusses the evolution of quantitative value investing and the need to redefine its identity in the realm of stock valuation.In this clip
From this podcast
Odd Lots
A Value Manager on How Most Value Managers Are Getting It All Wrong
Related Questions
How important is data in creating alpha in investing as discussed in the episode Talk Your Book: Invest by Avoiding the Losers and the clip H Factor Insights?
How important is data in creating alpha in investing as discussed in the episode Unstructured Data for Finance and the clip The Algorithmic Arms Race, as well as in the episode "Talk Your Book: Invest by Avoiding the Losers" and the clip "H Factor Insights"?
How does valuation impact investing?