Testing Valuation-Based Investing: What the Data Actually Shows
A data-driven deep dive into valuation-based allocation strategies. Inspired by Howard Marks and backed by 40+ years of market data.
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Thoughts on building, investing, family, and the San Diego lifestyle.
A data-driven deep dive into valuation-based allocation strategies. Inspired by Howard Marks and backed by 40+ years of market data.
Nevada's pension fund beats CalPERS by 2-3% annually with just 2 employees vs 400+. Here's what I found when I dug into the numbers.
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