Patrick OShaughnessy
CEO @ O’Shaughnessy Asset Management; Learn, Build, Share, Repeat : 🎙[Invest Like the Best] 📚 [Books] http://investorfieldguide.com
Writer1 story / month
Making Uncommon Knowledge Common
The Rich Barton Playbook for winning markets through Data Content Loops Preface: This is part of a longer private memo analyzing Zillow and its recent shift towards Opendoor’s model. May publish re…
Prediction Machines: The Simple Economics of Artificial Intelligence
Prof. Ajay Agrawal, founder of the Creative Destruction Lab and co-founder of the AI/robotics company Kindred, explored the economics behind the creation of ...
How Skilled Capital Allocators Compound Capital, with Will Thorndike
This week’s guest is Will Thorndike, an author and investor whose book The Outsiders is an all-time favorite of mine. Our conversation is in two parts. First, we dive deep into the lessons of his 8…
Bloomberg
Bloomberg connects decision makers to a dynamic network of information, people and ideas. Read this story on Bloomberg.
AI Powered Presentations
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AI Scales Our Ignorance — Easily Avoid Bias with Unsupervised
This keynote introduces the first AI based on Unsupervised Learning. Automatically discover insights in your data, avoid human bias, and empower your team wi...
O’Shaughnessy Quarterly Investor Letter Q1 2019
By Patrick W. O’Shaughnessy, Chief Executive Officer and Portfolio Manager March 2019 Download PDF Download PDF Dear Investor,While there have been some lone geniuses in investing, able to single…
Yield Curve Inversion: Maybe It’s Different This Time
On March 22, the 10-year Treasury yield fell below the three-month Treasury yield, an unusual occurrence called a yield curve inversion. The event occasioned scare stories by the media, with headlines…
Negative Equity, Veiled Value, and the Erosion of Price-to-Book
By Travis Fairchild, CFA April 2018 Download PDF Listen to the Podcast Download PDF Listen to the Podcast The price-to-book ratio has a problem. Mor
Prefect is Open Source! 🎉
On March 24, 2017, we started writing a new kind of workflow tool.
Nvidia’s latest AI software turns rough doodles into realistic landscapes
This prototype software shows how AI is going to augment art.
