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Professor Robert Novy-Marx: The Other Side of Value (EP.149)

The Rational Reminder Podcast

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Rethinking Profitability in Investing

This chapter examines the relationship between profitability and stock returns, challenging traditional asset pricing views. It highlights how integrating profitability strategies can enhance value investing, allowing investors to better evaluate undervalued stocks. The discussion also addresses the complexities of assessing multi-signal investment strategies, emphasizing the need for careful analysis to avoid misleading performance outcomes.

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