2,756
edits
Guideline:Due diligence of new sources: Difference between revisions
Guideline:Due diligence of new sources (view source)
Revision as of 06:15, 22 April 2023
, 22 April 2023no edit summary
No edit summary Tags: Mobile edit Mobile web edit Visual edit |
No edit summary |
||
| Line 3: | Line 3: | ||
Note: Always link the exact page of the source when citing. | Note: Always link the exact page of the source when citing. | ||
When occurring new sources or opinions we need to perform due diligence on them in order to determine their credibility. | |||
Our goal is to only include highly reliable data into our models or probability weigh opinions/unspecified sources. See: [[Investment Philosophy|Investment philosophy]] | |||
== Methodology == | |||
* Where is the data/information coming from? (e.g. "no source given", "source familiar with the matter", "specified source", "small survey", "extensive survey/study", "company report", "institutional survey e.g. bls" | |||
* How strong is the methodology to get to the data? How representative is it? How much can be rely on it? | |||
* <br /> | |||
== Opinions == | |||
"On the topic of which opinions to consider: It is not necessarily the size of the author but the track record, sophistication/methodology, quality of research, strength of arguments and so on. | "On the topic of which opinions to consider: It is not necessarily the size of the author but the track record, sophistication/methodology, quality of research, strength of arguments and so on. | ||
| Line 21: | Line 24: | ||
In the end opinions should be weighted by credibility based on the above mentioned criteria. Funds which large macro research teams like bridgewater will rank higher compared to unknown people everything else being equal. Unknown people will rank high if their research/arguments is exceptionally good. " | In the end opinions should be weighted by credibility based on the above mentioned criteria. Funds which large macro research teams like bridgewater will rank higher compared to unknown people everything else being equal. Unknown people will rank high if their research/arguments is exceptionally good. " | ||
== Criteria Summary == | ===== Criteria Summary ===== | ||
* Strength of track record | * Strength of track record | ||