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Article: The Value Factor Designed with Value Traps in Mind
Investment Insights

Dividend yield reflects what a company paid; price-to-book what it owns. Neither captures what it can do next.

June 11, 2026

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CASTS - Survivor

April 23, 2026
The Survivor is one of the easiest identities to misread. These are people shaped by challenge. Their main driver isn't achievement. It's validation.

CASTS - Academic

April 23, 2026
Academics want to understand things. They value logic, clarity and getting to the right answer. Confidence alone won’t build trust with this group. They want to see the thinking behind your recommendation.

CASTS - Star

April 23, 2026
Stars are driven by significance. They want to feel seen, valued, and recognized for who they are and the impact they make.

CASTS - Controller

April 23, 2026
The Controller are people who care about autonomy and being in charge of making decisions. They're at their very best when they feel they're in the driver's seat.

CASTS - Team

April 22, 2026
Now let’s talk about the Team type. These are people who care deeply about connection, alignment, and belonging.

An Overview of CASTS

April 21, 2026
People think that persuasion and influence are about changing someone's beliefs, but they're not.
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