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3min chapter
Cliff Asness on Quant Value Investing
Masters in Business
Value and Growth After the Financial Crisis
Wall Street and the markets had systematically undervalued intangibles. How much of that 2010s rally was catch up for by intangibles? It certainly could have been some of the early part. A lot of quants added adjustments for that along the way. But it applied, caring about price versus anything even if it were immune to intangibles was not a very good thing until late 2020 since the GFC.
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