Session Topics Resources
1 Fundamental vs Quant Investing
Quality stocks
Factor Investing
Claude Code
Slides
2 Stock Market Database
Claude Code and Python
Streamlit
Slides
QuantEquity.zip
3 Momentum
Value
Stock Filters
Slides
4 Fama-French Factors
Profitability
Stock Recommender App
Slides
5 Safe Minus Risky
Merging 10Ks and 10Qs with Stock Returns
Sorting on Characteristics
Slides
6 Hedge Funds and Public Information
Sorting on Composite Ranks
Slides
7 Machine Learning with Random Forests
Train, Validate, and Test
Slides
8 Backtesting Loops Slides
9 Factor Exposures Slides
10 Factor Models and Portfolio Risk Slides
11 Trading Costs Slides
12 Presentations Slides