The Compound and Friends cover image

Old Man Yells at the Cloud

The Compound and Friends

CHAPTER

Navigating Value and Quantitative Investing

This chapter examines the evolving relationship between quantitative and traditional value investing, particularly how the rise of quant strategies may have affected the value premium. The discussion includes market inefficiencies, the impact of passive investing, and how indexing has changed stock perceptions and valuations. Additionally, it highlights the psychological aspects influencing investment decisions and the complexities associated with measuring true market behavior.

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