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Transcript Revision Disagreement Pt Dispersion

Updated dailyData needs: highshort onlylong short
paper
2002
Source
Diether-Malloy-Scherbina 2002 JF -- Differences of Opinion and the Cross Section of Stock Returns.
Read the paper β†’

In plain terms

When analyst price targets are widely spread after an earnings call and management tone was bullish, the stock tends to underperform as the optimistic outliers revise down.

How it works

Dispersion in analyst price targets after an earnings call, combined with a tone gap between management and analysts, identifies stocks where information is genuinely ambiguous. High dispersion with negative tone gap predicts underperformance as the lower-end targets converge toward reality.

No live results for this strategy yet. Charts appear once it has earned a top spot on at least one stock, either on its own or as part of a blend of several strategies.
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Data dependencies

  • Daily prices

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

  • Finbert scores

    A data feed this strategy reads, refreshed on its normal schedule.

  • Analyst estimates

    A data feed this strategy reads, refreshed on its normal schedule.

  • Earnings transcripts

    Full earnings-call transcripts (prepared + Q&A), tokenised.

Expected edge

Reported return
~5.6% ann. short-side (Diether-Malloy-Scherbina)
Tested over
1983-2000 (Diether-Malloy-Scherbina)

Price-target dispersion + tone disagreement: ~3% 30-day underperformance in high-dispersion short cohort.

Related families

Explore Transcript Revision Disagreement Pt Dispersion on alphactor.ai

See which tickers this family is currently firing on, with live signals and rankings.

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