
#11: Dale Wettlaufer on Value Investing in the 21st Century
Superinvestors and the Art of Worldly Wisdom
The Sentiment Shift in the Credit Market
We are going to be developing our own data to enrich the data set. We think we have generalized hypotheses that when we have even better data, we'll improve our results even more. So I know we'll be doing white papers on it and we are very near a product. But there's no reason why this couldn't extend to the credit market. If we have a way of avoiding blowups, that's what high yield portfolios are all about.
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