Fantastic letter Patrick. Do you have this chart over longer periods of time?pic.twitter.com/GpdOOhqxaU
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Fantastic letter Patrick. Do you have this chart over longer periods of time?pic.twitter.com/GpdOOhqxaU
Check out paper “factors from scratch” for some data
Great piece Patrick. Clear-headed, thoughtful, convicted. Very OSAM. Thanks for sharing.
This is fantastic
Thanks Hunter!
Interesting to see Growth vs. Value. All the growth stocks I tracked had great fundamentals, but realize they aren't in always in R1000G. If you look at the big weights, there are some oddballs.
Own the whole market, and you won't have to worry about goofy stuff like "value vs growth" or "red stocks vs blue stocks".
Of course every founder is wondering if he will start a value or a growth co...those are the only choices
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