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Scott Reardon: Quantitative Deep Value & Qualitative Fundamental Portfolios

The Security Analysis Podcast

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The Limitations of Data Mining in Investment Strategies

The speaker shares their experience with back testing and the limitations of using too many factors in investment strategies. They discuss the challenges of predicting market trends and mention the influence of qualitative factors. Inspired by Robert Vanal's approach, they adopt a disciplined and systematic method, focusing on stocks with significant market share and potential for high returns.

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