“cross-sectionally inefficient”
Gavin Baker
Atreides Management · Executive
2 quotesMay 30
“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.”
Atreides Management · Executive
“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.”