Chris Meredith

[Jim O'Shaughnessy @jposhaughnessy]

OSAM's https://t.co/mlTakC3ymO platform has crossed $2 Billion in AUM! So proud of the entire team at OSAM.

Also very thankful to our advisor partners for guiding us to what they needed/wanted Canvas to be able to do.

Onward!

[Patrick OShaughnessy @patrick_oshag]

Proud of @OSAMResearch for having surpassed $1b very quickly on our Canvas platform.

Even more thankful to our RIA partners, which is a community we love to serve.

Thanks @DaveNadig for putting it in perspective, spot on!

https://t.co/UUieArF6hn

[Chris Meredith @ChrisMeredith23]

Great work extending the Value-Growth analysis back to 1870!

[mikhail samonov @msamonov]

Value Crashes: Deep History https://t.co/7LRk2RDd6s

[Patrick OShaughnessy @patrick_oshag]

Flash podcast with Bryan Krug of Artisan Partners on corporate credit:

- corporate high yield and investment grade credit
- sectors within high yield
- coronavirus
- Credit spreads
- dangers & opportunities
- why comparisons to 2008 may be misplaced

https://t.co/KsX2j8Z3V5

[Patrick OShaughnessy @patrick_oshag]

1) Just wrapped with Bryan Krug of Artisan talking high yield credit, out later tonight.

2) Also just spoke with @bgurley and @chetanp, out in the morning.

A ton of great thinking, information, and advice from all of them.

Hope you find it useful.

[Patrick OShaughnessy @patrick_oshag]

A flash podcast to discuss the oil price wars with my friends at Deep Basin Capital:

- Major oil players and motivations
- what does it mean to "win" a price war
- Impact on U.S. shale, energy stocks, and adjacent stocks
- path forward for the sector

https://t.co/us2lZkaSIE

[Patrick OShaughnessy @patrick_oshag]

My 2019 letter to investors:

- value lost because of incredible multiple expansion in growth stocks
- value stocks delivered much better business results
- earnings expectation gap for growth vs value near the 2000 high
- S&P 500 priced for bad returns

https://t.co/s4jr3hRfb2

[Travis Fairchild @tbfairchild]

Releasing research on ESG with some thoughts on how to improve ESG investing. Customization, Alpha Factors and overcoming challenges with ESG data.

https://t.co/i7nyF2kqP0

[Patrick OShaughnessy @patrick_oshag]

New @OSAMResearch paper on using machine learning to improve value investing, by @kczat.

This is second part in a series on applying ML to investing.

We show the potential power of clustering techniques to improve simple measures like p/book.

https://t.co/C4CRVD6WmQ

[Patrick OShaughnessy @patrick_oshag]

For the last year, OSAM has been building.

Next week, we will unveil a new piece of investing software built for advisers and allocators.

It combines our best research and technology. It is the first of its kind.

A teaser here:

https://t.co/beq2LD8mCl

[Tracy Alloway @tracyalloway]

The new Odd Lots is out! @TheStalwart and I speak with @ChrisMeredith23 about why value investing has been doing absolutely terribly. He uses historic data to argue that underperformance of value tends to coincide with major technological revolutions.

https://t.co/fKTJH8FKXg

[Bloomberg Podcasts @podcasts]

Don't miss Monday's #OddLots: @ChrisMeredith23 of O'Shaughnessy Asset Management talks with @TracyAlloway & @TheStalwart about why value investing, one of the oldest investing strategies, hasn't been working recently. Subscribe today. https://t.co/9Oy340kzpb

[Chris Meredith @ChrisMeredith23]

@MarcRuby, great additional thoughts on where markets are, particularly your ending points around interest rates, fundamentals and capital structure of companies.

[Carlota Perez @CarlotaPrzPerez]

Interesting to read @MarcRuby building on @ChrisMeredith23 use of my theory of technological revolutions, bubbles and golden ages to interpret current puzzling developments in the stock market. https://t.co/KrN1toF1O1 Let's hope current leaders can create the global IT golden age

[Chris Meredith @ChrisMeredith23]

@LTMarmo @OSAMResearch Glad you enjoyed it!

[Chris Meredith @ChrisMeredith23]

Only thing I like better than doing research, is mentoring an up and coming talent like @dnitiutomo. Congratulations to Danny and our Research Partners at QuantIP for this great paper exploring the relationship between innovation and future earnings. https://t.co/jxdVB6fxUQ

[Chris Meredith @ChrisMeredith23]

@SmallcapGlobal Please do!

[Chris Meredith @ChrisMeredith23]

New OSAM Paper: Using a new data set that we call Deep History, I compare the recent underperformance of Value to the time period of 1926-1941, offer a theory connecting the two periods and why these regimes of Growth may be related and episodic. https://t.co/2z3AgvkEBo

[Chris Meredith @ChrisMeredith23]

@CarlotaPrzPerez thank you for forwarding me this MoneyWeek article https://t.co/jCROz2Znan
summarizing my paper https://t.co/JNbcMRr7nM. Your insights and prescience make "Technological Revolutions and Financial Capital" a must read for any student of market history.

[Chris Meredith @ChrisMeredith23]

Lauren, thank you for inviting me to speak at the CFA Institute Seminar for Global Investors. Best in class educational event, and honored to participate. And really enjoyed you moderating our discussion! Hope we can do it again soon, Chris

[Lauren Foster @laurenfosternyc]

It was great hearing from @ChrisMeredith23 today at #SGIAnnual where he touched on his latest research paper: "Value is Dead, Long Live Value"

https://t.co/dZvqL1memf

[O'Shaughnessy Asset Management @OSAMResearch]

In case you missed it - @ChrisMeredith23 looks at major tech revolutions to discuss the Growth vs Value paradigm and potential for what the future could look like.

@WSJ writer @jmackin2 wrote based on Chris' recent work. Read both below.

https://t.co/odxDDS9jss

[Chris Meredith @ChrisMeredith23]

@varma_ashwin97 @patrick_oshag Appendix A has the details.