Hi Pascal,
I am very interested in your work here, and the early results look like there is a lot of potential.
If I were running a sample portfolio based on this work, can you give me a sense of how many individual names would be emerging from the best long picks? and, for about how long would I be holding them? until they fall out of the list? etc.
I am not looking for a detailed answered, just curious on approximates..
Much thanks,
Shawn