Charts for the Curious
Charts for the Curious
We are providing these charts with the hope they create insightful dialogue.
Digging for Deep Value: Stocks Below 10x Earnings
Large vs Small Cap Stocks: Could the Past be Precedent
The Steep Cost of Stock Compensation
Stocks Versus Bonds
The Might of Mean Reversion
The High Price of High Expectations
Is “Beta” Broken?
Wham, bam, “TAM”
Wide Spreads & Good Days Ahead?
The Kailash Equity Duration Tool
Growth vs. Value
The Most Crowded Trade – The Duration Crisis:
A Cheap Way to Capitalize on High Expectations, Parts I & II
The Upside to Avoiding Drawdowns
The Rise of the Reckless – Market Cap of Dangerously Valued Firms
Ignore the Herd – Don’t Pay High Prices for Firms that Lose Money
Profiting from Patience – Bullish America, Bullish Berkshire & Bearish the Index:
Anchors Aweigh: The High Cost of Irrational Expectations
“Be FEARFUL when others are GREEDY” — Warren Buffett
The Problem with Paying High Prices for the “Privilege” of Systematic Dilution
The Low Cost of High Quality
What You Need Has Never Been Cheaper vs. What You Want
The Supremacy of Staples: A Triumph of the Mundane
Multiple Expansion: A Tale of Two Markets
Losing Money is No Way to Make Money
High Quality & Income at Low Prices
Safety & Income Investing vs. Index Investing
Value Investing Jobs: Easy to Say, Not Easy to Do
Is This Where You Want to be Investing Today?
Are Index Funds High Risk Products?
Tesla, Index Inclusion & BMW
Zoom vs. Sony – A Path to Prosperity in a Pandemic?
Income + Quality at a Discount
Porterhouse steak trading at hamburger prices
High & Low Growth Firms Trading at Record Value Spreads
Index Funds the Most Crowded Trade?
Persistence of High Net Profit Margin Firms
