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Meditation on Valuation

Written by

Drew Miles

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Post 6 - A Solution

Oct 10, 2023

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25 min read

Post 6 - A Solution

Monte Carlo, Where They Do Not Eat As Much Turkey

Post 5 - A Critique of Modern Modeling

Oct 3, 2023

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23 min read

Post 5 - A Critique of Modern Modeling

Turkeys Should Not Go Swimming

Post 4 - Mild vs Extreme Data

Sep 26, 2023

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18 min read

Post 4 - Mild vs Extreme Data

If Not Gauss, then Who?

Post 3 - The LTCM Story

Sep 19, 2023

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16 min read

Post 3 - The LTCM Story

A Tale of Thanksgiving

Post 2 - A Brief History of Financial Theory

Sep 12, 2023

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15 min read

Post 2 - A Brief History of Financial Theory

Part 2 - The Gaussian Cosa Nostra

Post 1 - A Brief History of Financial Theory

Sep 6, 2023

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13 min read

Post 1 - A Brief History of Financial Theory

Part 1 - Bachelier