Equity Returns & Equity Duration
Data Points Endorsing Our Case for Buying What You Need? We do not make macro forecasts. The evidence is overwhelming….they are difficult to make. We do know there is a ...
Growth Investors – Speculating or Investing?
The Combustible Mix of Low Quality & High Expectations Introduction: On Friday, our research team published a Charts For the Curious that triggered a good deal of feedback. The chart ...
Oil Producing Assets, Energy Investing & Forecasting
The Value of Hard Work and Humility After 25 years on a waiting list, my father’s family immigrated to the US from the shattered remnants of post WWII Europe. Arriving ...
Investing in Stock Bubbles, Bonds & Value Investing
A Bull Market in the Basics, Part II In our Quick Take from April 14, we demonstrated the value of staying calm when the markets are embracing madness. In that ...
Heretics Corner – Bitcoin an Environmental and Geopolitical Disaster
Some Bear Takes on Bitcoin One of our very accomplished and wise readers recently noted in a piece that “hostility towards bears” is one of the hallmarks of euphoria. ...
Warren Buffett’s Investment Strategy
A Bull Market in the Basics: Bonds & the Evidence for Value Investing Yes, Kailash has done vast amounts of research on the historical data and built powerful proprietary models ...
A Well-Engineered SPAC
Another Reason to Pursue High Quality Value Investing My father, a youthful 77-year-old, recently flattered me with some investment advice. Having recently received an email solicitation encouraging him to ...
Amazon Stock Compensation & Equity Valuation
Bloomberg News recently published an article, Amazon Fights Union Drive With Fact-Free Bombast, discussing Amazon’s alleged use of misinformation to prevent employees from ...
Innovation vs. Value
Bitcoin, Bubbles & BS In our prior Quick Take, your author threw his 11-year-old daughter to the proverbial wolves in the interests of defending the common-sense investment principles Kailash ...
The High Price of Predicting Progress
Your author’s 11 year-old, like many her age, has become not just a purveyor of various games on Roblox but has also written code for two games. She and her ...
Is Warren Buffett’s Berkshire Hathaway Energy an Example of ESG Excellence?
These are days of high-hopes and higher stock prices. As documented in two of our recent Charts For The Curious (“CFTC”), history suggests a very dim view on the ...
What Is Value Investing?
A Primer for Novices: A Prelude to Our Series on the Best Value Investing Books Inefficient Markets: The Largest Market Cap Companies Can Often be Mispriced This paper will explain ...
