INDEPENDENT. HONEST. DATA-DRIVEN.
Public Citations
The ‘death of valuation’ and what it could mean for investors going forward
Market Watch by Shawn Langlois, August 4, 2020
What Game Are You Playing?
Cambridge Global Asset Management by Brandon Snow, June 30, 2020
Watch Out When Value Returns to Favor!
Boston Partners, November 2019
The Late Stage of a Market Cycle: Been There, Done That?
NEPC Private Wealth, Oct 2019
Big IPOs Have Been a Bust. They Might Be in Your Index Fund.
Barron’s by Al Root, Oct 11, 2019
‘Goodwill’ Write-Offs are an Earnings Killer. How to Spot Trouble Coming.
Barron’s by Al Root, April 18, 2019
Is Holding a Canadian Portfolio “Risky”? Not with the Right Focus
Cambridge Global Asset Management by Stephen Groff, February 22, 2019
Tell us once and we will remember
ClearBridge Investments, Small Cap Strategy 4q 2018
Some market observations and a point on FX given the material move in the Canadian Dollar
Cambridge Global Asset Management by Geoff Scott, September 15, 2017
Recent White Papers
From Brilliant to Brain-Dead
The Risk of Timing Manic Markets The Hazards of being In the Grip of a Growth Mania The...
IPO Stocks are the New Staples
History & Current Data Suggest that is as Silly as it Sounds Introduction: Price Action Does...
How to Build a Growth Stock, 1999 & Today
A brief review of Akamai and Carvana Introduction: A Quick & Imperfect Review of Akamai...
This Time is Different: The Death of Valuation
The intellectual calamity of “Big Data” Introduction: An Old Story The Rich (expensive growth) Get...
A Preference for Getting PAID
Durable Dividends & the Market’s Dichotomy Introduction: The Dividend Disparity Crash Cushions...
60/40 Asset Allocation: Buying a Ticket on the Titanic
Expensive Equities & Risky Bonds Asset Allocation: Expensive Equities & Risky Bonds An...
Research Offerings
- White Papers with Investable Conclusions
- Dynamic Ranking Tools: SP500, R1000 & R2500
- Targeted High Conviction Buy & Sell Lists
- Dedicated Tools for Short Sellers
- Four Buy and Four Sell Single Company Insights
*Compatible with virtually any data analysis or display software
Mt. Kailash: Pronounced kaI•lash
One of the world’s most venerated and least visited sites, Mt. Kailash is a critical source of water and considered sacred by numerous religions who associate the 22,000-foot peak with enlightenment. Mt. Kailash has never been summited.
We at Kailash strive for enlightenment and pursuit of knowledge.