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In this week’s video, we discuss two articles examining (1) why Enterprise Multiples explain stock returns and (2) Asset allocation (and factor allocation). -- Article Links: Why Do Enterprise Multiples Predict Expected Stock Returns? alphaarchitect.com/2020/01/21/ente…-stock-returns/ Asset Allocation vs. Factor Allocation—Can We Build a Unified Method? alphaarchitect.com/2019/12/30/asse…unified-method/
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