fundamental investing

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 2, 2026 by Gavin Baker · across every show →

Everything said about fundamental investing, oldest first

Mar 2, 2026 negative
Insight
Baker: Process-driven alpha in fundamental investing is quickly competed away
“By the way, you have to have a process, and you have to have the process that works for you, but any process that's repeatable that generates significant alpha, it's a very competitive world. It's going to quickly be armed away. In fundamental investing, any p…”
Gavin Baker Mar 2, 2026 ▶ 41:11 Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
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