In the more than five years I have been writing these daily posts, I cannot recall a single instance where I came across a note that is both so short and succinct, yet so valuable that I was tempted to copy and paste the entire thing.
Introspection coupled with Serious Analytical Diagnosis. It adds life time Values for high "RETURNS".
Owning funds with overlapping holdings is like in Ghostbusters when they cross the streams, bad things happen.
This is interesting, but is the approximately +0.5% return statistically significant?
DFA and affiliated fundamental quant boffins cannot find additional significant factors in scv beyond tangible book , cash profitability, (and statistical 'N').
and some these are former rocket scientists.
but i must note that robeco feels there are clearly other factors above added trading friction.
Wow - making a generalized, forward-looking statement based upon four or five years of "historical" data!
Introspection coupled with Serious Analytical Diagnosis. It adds life time Values for high "RETURNS".
Owning funds with overlapping holdings is like in Ghostbusters when they cross the streams, bad things happen.
This is interesting, but is the approximately +0.5% return statistically significant?
DFA and affiliated fundamental quant boffins cannot find additional significant factors in scv beyond tangible book , cash profitability, (and statistical 'N').
and some these are former rocket scientists.
but i must note that robeco feels there are clearly other factors above added trading friction.
Wow - making a generalized, forward-looking statement based upon four or five years of "historical" data!