A data-driven approach to picking growth stocks and thematic baskets
Flirting with Models
Do You Have a Weighting System for Asset Growth?
One of the critiques that often comes up with like very naive value strategies, for example, is that the same metric doesn't apply across different industries. So yes, you're going to want to weight them according to the industry that you're in. The more risk and growth oriented the industry group is, then the higher the benchmark becomes.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
