Top 5 of 2024: #4: Ricky Sandler - EP.414
Capital Allocators – Inside the Institutional Investment Industry
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Integrating Quantitative Analysis in Investment
This chapter explores the blend of quantitative analysis and fundamental research in investment strategies. It emphasizes the need for interdisciplinary collaboration and highlights the pitfalls of rigid quantitative models, illustrated by the case of Zillow's misclassification in 2022.
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