Network-Effects#79tier 1live in productionNew

smart money best ideas

cadence: Quarterlydata: mediumlong only
SSRN
2010
SSRN preprint
Cohen, Polk & Silli (2010), "Best Ideas." https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1364827
Read the paper →

Mechanism

Cohen, Polk & Silli (2010), "Best Ideas." https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1364827 Frazzini, Kabiller & Pedersen (2018), "Buffett's Alpha."

Data dependencies

  • daily_prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

  • investor_holdings

    Worker data table — see services/worker schema.

Expected edge

a benchmark* — the names they actually have conviction in — produce 4-9% annual alpha.

Illustrative pattern only

NOT a backtest

Illustrative pattern only — see /app for live backtests and the actual current equity curve.

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For informational and educational purposes only. Not financial advice. Learn more