Je n'ai pas mis le nom des entreprises sur les graphiques puisque la notion (la tendance des marges influe sur le PE) était le coeur de l'article et non l'illustration.
En revanche, si vous le souhaitez, je peux vous transmettre le nom des entreprises. Envoyez-moi un mail ou un message personnel sur la plateforme !
Nice article, however, for a few of those industries, I would be worried about influential data points - I suspect a few of these points would have high Leverage or large Cook's Distance values, so there is possibly a risk of confirmation bias here as a consequence.
You could check whether the regression coefficient is statistically significant and whether any of the data points are causing undue influence. If so, those industries may require more data to bolster the hypothesis.
Overall, though, very interesting - thank you for taking the time to compile
Bonjour,
Je n'arrive pas à voir le nom des sociétés sur vos slides bleues alors que je suis abonné.
Comment faire pour les visualiser ?
Merci.
Bonjour Christophe,
Je n'ai pas mis le nom des entreprises sur les graphiques puisque la notion (la tendance des marges influe sur le PE) était le coeur de l'article et non l'illustration.
En revanche, si vous le souhaitez, je peux vous transmettre le nom des entreprises. Envoyez-moi un mail ou un message personnel sur la plateforme !
Bonne journée
Nice article, however, for a few of those industries, I would be worried about influential data points - I suspect a few of these points would have high Leverage or large Cook's Distance values, so there is possibly a risk of confirmation bias here as a consequence.
You could check whether the regression coefficient is statistically significant and whether any of the data points are causing undue influence. If so, those industries may require more data to bolster the hypothesis.
Overall, though, very interesting - thank you for taking the time to compile
Yeah I agree there are a lot of limitations with this analysis so I fully understand your points!