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Security Analysis: An Investment Perspective / Kewei Hou, Haitao Mo, Chen Xue, Lu Zhang.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Hou, Kewei.
Contributor:
National Bureau of Economic Research.
Mo, Haitao.
Xue, Chen.
Zhang, Lu.
Series:
Working Paper Series (National Bureau of Economic Research) no. w26060.
NBER working paper series no. w26060
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Other Title:
Security Analysis
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2019.
Summary:
The investment theory, in which the expected return varies cross-sectionally with investment, expected profitability, and expected growth, is a good start to understanding Graham and Dodd's (1934) Security Analysis. Empirically, the q^5 model goes a long way toward explaining prominent equity strategies rooted in security analysis, including Frankel and Lee's (1998) intrinsic-to-market value, Piotroski's (2000) fundamental score, Greenblatt's (2005) "magic formula," Asness, Frazzini, and Pedersen's (2019) quality-minus-junk, Buffett's Berkshire, Bartram and Grinblatt's (2018) agnostic analysis, as well as Penman and Zhu's (2014, 2018) and Lewellen's (2015) expected-return strategies.
Notes:
Print version record
July 2019.

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