Charts for the Curious
Charts for the Curious
We are providing these charts with the hope they create insightful dialogue.
Multiple Expansion: A Tale of Two Markets
Multiple Expansion: A Tale of Two Markets The NAVY BLUE BARS show the price-to-sales ratio of...
Losing Money is No Way to Make Money
Losing Money is No Way to Make Money: In our recent papers on quality investing and income...
High Quality & Income at Low Prices
High Quality & Income at Low Prices: Index mania has sent money into ever larger and more...
Safety & Income Investing vs. Index Investing
As documented in our recent research on high quality midcap investing, growth investing and value...
Value Investing Jobs: Easy to Say, Not Easy to Do
Based on research from our last paper, the chart below shows there is abundant quality available...
Is This Where You Want to be Investing Today?
Apple, Amazon, Microsoft, Facebook & Google: Did you know that these FIVE companies are over...
Are Index Funds High Risk Products?
We continue to be amazed by the bubble in index funds where the prices of some securities have...
Tesla, Index Inclusion & BMW
As Al Root noted in Barron’s November 25, 2020, Tesla Stock Rises Again, Creating Another Problem...
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....
Income + Quality at a Discount
Our last paper showed loss making low quality firms were driving the market while many of the...
Porterhouse steak trading at hamburger prices
In our recent paper “High-Quality Midcap Value - The Case for Common Sense”, Kailash documented...
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...
Index Funds the Most Crowded Trade?
In our last paper “The Collision of Arithmetic & Over-Optimism", Kailash presented a...
Persistence of High Net Profit Margin Firms
Kailash created a very quick research piece based on a question regarding the historical...
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...