Intangible intensity has increased more substantially in international companies compared to US companies, which was a surprising finding even after adjusting for industry composition differences.
factualpending
Speaker
Jacob PizarEvidence 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”
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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