So, my team just submitted our report for the global investment research challenge through the CFA, and I found a way to work the Molodovsky effect in the report. It is forever engrained in my head after last year, I figured some of you might appreciate that.
what was that again?. Low P/E at top of cycle and high P/E at bottom of cycle for commodity based companies?
This is awesome.
Can you post a link ?
I have absolutely no recollection of that stuff!!!
I love the molodovsky effect.
Here’s the original. For the record it wasn’t on last years L2 exam, but I do think it would be a nice reference to pull out in a report! http://www.analystforum.com/phorums/read.php?12,687983 I bet the judges for the challenge were sweating and thinking “wtf is the moslosofkeasy effect or whatever the heck he just said?”.
this will no doubt win you the challenge. well done, black swan, well done.
derswap07 Wrote: ------------------------------------------------------- > Can you post a link ? If you email me at q.benjamin@gmail.com, I can send you a copy.