The Case Against Value Investing
Two Quants and a Financial Planner
The Evolution of Value Investing in a Data-Driven World
This chapter explores the transformational impact of big data and technology on value investing strategies. It discusses how access to unconventional data sources can reshape investment narratives and challenge traditional valuation metrics, particularly in the tech sector. The conversation highlights the competitive advantages of major tech companies and the evolving landscape of investment opportunities amidst rapid technological advancements.
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