Tesla Index Inclusion & BMW
As Al Root noted in Barron’s November 25, 2020, Tesla Stock Rises Again, Creating Another Problem for Index Funds, at the current valuation Tesla will be entering the S&P500 ...
Zoom vs Sony – A Path to Prosperity in a Pandemic?
Video conferencing and video games have been two of the largest beneficiaries during the Pandemic. Looking at the chart’s below what does an investor have to believe to buy Zoom ...
Cheap Stocks That Generate Income
Our last paper showed loss making low quality firms were driving the market while many of the highest quality firms could be bought at steep discounts to the market. For ...
Cheap High Quality Stocks
In our recent paper “High-Quality Midcap Value - The Case for Common Sense”, Kailash documented that many of the markets most profitable firms were trading at a discount to ...
High & Low Growth Firms Trading at Record Value Spreads
The chart below shows the following: Light Blue Line: The Price to Sales ratio of the firms in the S&P500 with the fastest revenue growth Dark Blue Line: The ...
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 ...
