Sélection de portefeuilles et prédictibilité des rendements via la durée de l'avantage concurrentiel
Bibliographic record
Abstract
La finance et la strategie ont ete, pendant longtemps, developpees en toute independance, de telle sorte qu’on parle d’une dichotomie entre les deux disciplines. L’analyse strategique a essaye de fournir des reponses aux questions suivantes : Quels sont les avantages concurrentiels possedes par l’entreprise ? Combien du temps vont-ils durer ? Comment peut-on, dans un univers competitif, les proteger, les conserver ou les transformer ? Toutefois, elle n’a pas essaye de les quantifier. L’importance accrue de l’approche de la creation de valeur a constitue le point de depart du processus de convergence entre l’analyse financiere et l’analyse strategique, ou de maniere plus large, entre finance et strategie
Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.
How this classification was reachedexpand
Full frame distilled prediction
Teacher imitationNot calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.
Codex and Gemma teacher scores by category
| Category | Codex | Gemma |
|---|---|---|
| Metaresearch | 0.003 | 0.002 |
| Meta-epidemiology (narrow) | 0.000 | 0.000 |
| Meta-epidemiology (broad) | 0.000 | 0.000 |
| Bibliometrics | 0.000 | 0.001 |
| Science and technology studies | 0.001 | 0.000 |
| Scholarly communication | 0.000 | 0.001 |
| Open science | 0.000 | 0.000 |
| Research integrity | 0.000 | 0.000 |
| Insufficient payload (model declined to judge) | 0.001 | 0.000 |
Machine scores (provisional)
The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.
Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.
score_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from itClassification
machine, unvalidatedMachine predicted; a candidate call from one teacher head, not a consensus.
How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".