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Justin Carbonneau

www.validea.com
1 Follower
community-curated profile

#USA | Family | Compounding | Stocks | Quant Investing | Biz Dev | Goldens | #VT | Running | UConn | Curating | Podcasting | #MFTF | Reciprocity | FINTECH | TRX

Overview Posts Content Recommendations
Featured content
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  • Show Us Your Portfolio: Mike Green
    by Justin Carbonneau
  • Worried About the Future of the 60-40 Portfolio? We Look at Some Alternatives
    by Justin Carbonneau
  • Balancing Risk & Return in Factor Investing with Harin de Silva
    by Justin Carbonneau
  • Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker
    by Justin Carbonneau
  • Return Stacking w/ Corey Hoffstein (NewFound Research) & Rodrigo Gordillo (ReSolve Asset Management)
    by Justin Carbonneau
  • Gregg Fisher, Multi-Factor Pioneer, Talks Behavior, Innovation & Lessons From 20+ Years as a Quant
    by Justin Carbonneau
Recent recommendations
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  • Convening the FAANG committee
    by Dan Mikulskis
Recent posts
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Justin Carbonneau @JJCarbonneau · Feb 23, 2022
  • From Twitter

Good piece from @danmikulskis. This is important: Don’t assume you’ve “seen this movie before”, it leads to overconfidence. You need to be humble enough to revisit your thesis as things change. $aapl, $msft, $googl and $amzn. #FAANG stocks.

Article Feb 22, 2022
Convening the FAANG committee
by Dan Mikulskis
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