Index Funds the Most Crowded Trade?
In our last paper “The Collision of Arithmetic & Over-Optimism", Kailash presented a compelling chart demonstrating that investor obsession with the 25 largest growth firms had driven them to record ...
Persistence of High Net Profit Margin Firms
Kailash created a very quick research piece based on a question regarding the historical persistence of firms with unusually high margins that can be found here. As documented in that ...
Is It Any Wonder Berkshire is Shopping in Japan?
In our September 4th paper, IPO Stocks are the New Staples – History and Current Data Suggest that is as Silly as it Sounds, we submit historical evidence that Tesla’s ...
