“Being able to go back and analyze, take data from five, 10 years ago and strip out any company name... try and analyze that data and see which ones you like better.”
Australian Investors Podcast · Finding Monsters: Matt Joass of Maven Funds Management [REWIND to 2019]
Play from 1:06:02
1:06:02
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What was described
built a prototype app that strips company names from historical financial data (5-10 years old) so analysts can practice blind analysis
Said nearby on the same subject
“It gives exposure to international equities… companies that have high return on equity, low financial leverage and stable year-on-year earnings growth… provide defensive characteristics and historically outperformed during periods of higher market volatility.”
“There’s so many strategies that people don’t even know about that they can do where you can literally pay off a rental portfolio in seven years by doing the old snowball effect, the good old Dave Ramsey snowball.”
“The Democrats are the most eager to take the polls like they're the first ones showing up in the data file. And so you as a thoughtful analyst and researcher and pollster can do things to correct for that.”