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Katherine Glass-Hardenbergh - All About Alternative Data (S2E9)
Flirting with Models
How to Prioritize Your Stock Portfolio
Some of these data sets might be highly specific to an individual industry or even sub industry. Does that represent a risk in any way that you are somehow working with one data set on one specific type of company and you're able to generate some signal there but you haven't worked on the rest of the portfolio at all? I say you can certainly piecemeal improve and for us that very niche coverage the question becomes is it worth it our stock universe is tens of thousands of stocks if I'm really only able to get let's say the mining companies and I get a coverage of 20 for a multi-factor quant it's going to be hard to justify even doing the research into something that we know
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