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A Bull Market in the Basics, Part II
April 27, 2021
Buffett, Bubbles, Bonds & Value Investing In our Quick Take from April 14, we demonstrated the value of staying cal…
The Great Inflation & Equity Duration
April 8, 2021
Why the Kailash Equity Duration Tool is a Must Have for Managers This paper extends on our last piece, The Great Inflat…
The Great Inflation
March 31, 2021
Revisiting 1969 – 1984 and the Impact of Inflation on Equities Introduction: A Brief Contemplation of Inflation        …
High-Quality Midcap Value: The Case for Common Sense
November 1, 2020
Introduction: This paper makes the case that today is as compelling a time to buy the highest quality Midcap firms trad…
Quick Take For The Curious: Amazon, Stock Compensation & Equity Valuation
March 30, 2021
Bloomberg News recently published an article, Amazon Fights Union Drive With Fact-Free Bombast, discussing Amazon’s all…
Quick Take For The Curious: Is Warren Buffett’s Berkshire Hathaway Energy an Example of ESG Excellence?
March 11, 2021
These are days of high-hopes and higher stock prices.  As documented in two of our recent Charts For The Curious (“CFT…
Quick Take For The Curious: The High Price of Predicting Progress
March 17, 2021
Your author’s 11 year-old, like many her age, has become not just a purveyor of various games on Roblox but has also wr…
Energy Investing, Forecasting & the Future
May 5, 2021
The Value of Hard Work and Humility After 25 years on a waiting list, my father’s family immigrated to the US from the…
The Low Cost of High Quality: Russell 2000
February 5, 2021
Introduction: This paper employs similar analytical structures to those used in our newsletter High-Quality Midcap Valu…
Quick Take For The Curious: Innovation vs. Value
March 24, 2021
Bitcoin, Bubbles & BS In our prior Quick Take, your author threw his 11-year-old daughter to the proverbial wolves …
Small Cap vs. Large Cap Stocks: The Power of the Petite
May 26, 2021
Can the Might of Mean Reversion Send Small Caps Higher? Our research team published a very simple Chart for The Curious…
Quick Take For The Curious: Heretics Corner
April 19, 2021
Some Bear Takes on Bitcoin One of our very accomplished and wise readers recently noted in a piece that “hostility towa…
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