High-intangible companies requiring sentiment-based analysis produce portfolios with higher turnover than low-intangible companies, because sentiment is a faster-moving and more dynamic information source than historical fundamentals.
causalpending
Speaker
Jacob PizárEvidence Quote
“they have higher turnover expectations for the high and tangible Industries compared to the low and tangible Industries because sment is something that is much faster moving information is much more Dynamic”
Source
Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny— Excess ReturnsCreated: 8/11/2026, 6:50:32 AM
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