Insightful video. As you point out, certain things may be simple in concept but complex and difficult in execution. You make a comment about using AI to predict future values to be derived from a company. I presume you are talking about future free cashflow predictions using some form of an ML model? Have you done any videos on this? Thanks!
Hey Dr Choi, great video. Would love to hear more detail about any data driven value investing approaches you are aware of. Also would be interested to hear you compare the uses and popularity statistical modelling vs machine learning in quantitative analysis.
There are a couple of companies with rather obvious moats, i.e. Amazon. It's not feasible for any other company to invest hundreds of billions into logistics for a slim chance to compete with Amazon.
Insightful video. As you point out, certain things may be simple in concept but complex and difficult in execution. You make a comment about using AI to predict future values to be derived from a company. I presume you are talking about future free cashflow predictions using some form of an ML model? Have you done any videos on this? Thanks!
Hey Dr Choi, great video.
Would love to hear more detail about any data driven value investing approaches you are aware of. Also would be interested to hear you compare the uses and popularity statistical modelling vs machine learning in quantitative analysis.
Love your vids Dr Choi
Thanks for your kind words
Great video
Thanks!
There are a couple of companies with rather obvious moats, i.e. Amazon. It's not feasible for any other company to invest hundreds of billions into logistics for a slim chance to compete with Amazon.
For sure. One could argue the moat is priced in that stock, though.