K.C. Hamann - Quantifying Conviction (S3E1)
Flirting with Models
The Pythagorean Theorem of Baseball
In baseball, the Pythagorean theorem says that a team's win percentage can be predicted based on essentially run differential. In investing, you can look at 13F data to see how managers have interacted with the market and how certain stocks perform. Our approach is to lean on what has worked in baseball. It seems fairly simple to investing or fairly similar to investing.
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