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Tobias Carlisle interview questions


feynmanresearch

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Two questions:

 

  • I know that he has done rolling averages for statistically cheap stocks, but has he isolated how the returns compare in times of market distress to see if say looking for quality when really cheap, with quality defined by whatever measure (ROA or ROE)increases returns. (He is going to say it doesn't but the question is still worth asking.)
  • When is his next book coming.

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