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A data-driven approach to picking growth stocks and thematic baskets
Flirting with Models
What Makes a Good Candidate?
I think in terms of like the listeners right now, this is probably going to be one of the most interesting aspects because this is getting into the skin of the game and part of what we do. So if we just use an example of the US domestic markets, we start with the screening process of about 7,000 unique securities. Once we overlay our growth models, it gets narrowed down very significantly, like you mentioned. And then from there, once you get that universe called down to a pond you can fish in, what are some of the sort of metrics and characteristics you are looking for at any given time? You know, what makes a good candidate?
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