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Unlike the stock market, experienced VCs should be applying quantitative techniques to private data they've collected. That's one way to keep their edge. You do
by vonnik 9y ago
Unlike the stock market, experienced VCs should be applying quantitative techniques to private data they've collected. That's one way to keep their edge. You don't seem to appreciate the distinction. Of course most public-market quants will see their edge fade if their competition has access to the same data. That doesn't refute the initial success of those techniques.
- bcherny 9y agoBoth public and private have access to prop data. Public has more data, since the companies they're covering are bigger and so produce more data.