5min chapter

Animal Spirits Podcast cover image

Talk Your Book: Investing in Human Capital

Animal Spirits Podcast

CHAPTER

The Most Important Asset in a Company?

We get lots of data from surveys and so on that companies are doing. We also look, of course, at glass door and saucers like that. Then we create a composite measure of all the things that we found to be important. And then we hand it off to cristop and his team to create an index based on that. It just takes the output of irrational capitals research and equally weight across about 70 businesses into an index that re balances every quarter. Some companies leave, and some companies come in about once a year. But yes, there is a very strong signal for shorting companies who do poorly - but not because they're piggybacking on other people's

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