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24 JULA16Z PODCAST · 03:40
24 JULA16Z PODCAST · 02:50
24 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 02:18
24 JULA16Z PODCAST · 04:50
24 JULBANKLESS · 08:15
24 JULEXCESS RETURNS · 08:15
Incorporating intangible asset metrics restores value factor performance
“The guest argued that expanding value metrics to include intangible capital and complementary assets allows value strategies to perform consistently across both disrupted and insulated sectors.”
Core thesis · 5/5Verify in source →
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