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Tobias Carlisle - Realism Over Idealism in Value (S4E9)
Flirting with Models
What Innovations Have Worked for You?
I think one of the big misperceptions that i hear out there is that value investors are just sort of stubbornly sitting on their hands and refusing to change their systems. You've got a research graveyard littered with different ideas around fixing value or exploring value from different angles. Is hoping you could maybe share some of the innovations you've explored over the past, and those that just really haven't worked out. I've tried to create something that does as well as the market over this periods of time where the market runs a bit harder.
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