We are providing these charts with the hope they create insightful dialogue.

Based on research from our last paper, the chart below shows there is abundant quality available at reasonable prices – a scenario reminiscent of the internet bubble: The first ...

Apple, Amazon, Microsoft, Facebook & Google: Did you know that these FIVE companies are over 20% of the SP500 Index? Did you realize that the stock prices of these ...

We continue to be amazed by the bubble in index funds where the prices of some securities have surpassed economic reality. So far in 2020 half of the S&P500’s ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...