Intangible intensity has grown more for international and emerging market companies compared to the US, despite the US having a higher starting point, which was a surprising finding.

factualpending

Speaker

Jacob Pizor

Evidence Quote

we actually found um uh intangible intensity to grow more for um International companies compared to the US I was a bit surprised by this result [19:16]

Source

Redefining Value Investing in a Magnificent Seven Dominated World | Jacob PozharnyExcess Returns
Created: 8/11/2026, 7:46:05 AM

My Notes

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