Richard Bernstein on Quantitative Analysis
Masters in Business
00:00
Is M3 Odd Lots Like a Graveyard?
We group valuation as a sentiment indicator. We tend to look at sentiment a little more structurally by looking at various measures that try to figure out how people are truly allocating their assets. The CEO within me doesn't like these extremes, because the extremes are when a firm like ours looks really stupid. And people think you know nothing. So it's a very difficult period for us to market for us to you.
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