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Investment Strategies / Mechanical Investing
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Author: lizgdal   😊 😞
Number: of 3953 
Subject: Re: Pod shops, factor investing, forward EPS revisions
Date: 11/25/2024 2:10 PM
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No. of Recommendations: 2
There are a few reasons to wait before adding any screen to a permanent list. Maybe wait until at least 1 year post discovery results are in. (What is the range of expected excess returns over the next 1 year?) Also, there might be alternates proposed, and having multiple similar screens makes the permanent list cluttered. And the SIP data has just been changed to a new vendor, which is another reason to wait a year.
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