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EP6: Michael Recce: The goldilocks approach to neuroscience, AI and investing

The Curious Quant

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What Does the Individual Company Level Information Tell Us?

i think there's an interesting perceptional narrative around looking at companies as a essentially bindary game between customers and them. And certainly, when it comes to a sort of winners or losers in that game, there thers certainly a sense by which hou can createa that information advantage. I suppose there's a different point of view that says for certain industries,. where ther kind of large companies ad they take up the majority of market cap indices. There's more of a kind of grind, grind, escuse me, industrial organization type framework, where there's kind of complex competitive structures.

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