“cross-sectionally inefficient”
2026-05-30
2 quotes
“Baker goes on to conclude that if the multiples on stocks like Coherent and Lumemtum are correct, then memory and Nvidia stocks should go a lot higher.”
2 quotes
“cross-sectionally inefficient”
“Baker goes on to conclude that if the multiples on stocks like Coherent and Lumemtum are correct, then memory and Nvidia stocks should go a lot higher.”