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Scott Reardon: Quantitative Deep Value & Qualitative Fundamental Portfolios

The Security Analysis Podcast

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The Importance of Quantitative Deep Value

I'm in through a similar transition there where I feel like when you're doing more of the quantitative deep value stuff. There's something not captured. People have all this data on this and that I just started to distrust the data. You can see it with your own two eyes. That's something else is going on.

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