Is This Where You Want to be Investing Today?
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 ...
High-Quality Midcap Value: The Case for Common Sense
Introduction: This paper makes the case that today is as compelling a time to buy the highest quality Midcap firms trading at below-market prices as it was at the peak ...
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 ...
The Collision of Arithmetic & Over-Optimism – Why Today’s Larger Cap Growth is More Precarious than the Nifty Fifty
Introduction: This paper seeks to discredit the “quality & growth at any price” thesis underpinning many of the market’s leading growth firms. Kailash intends to review and provide evidence ...
IPO Stocks are the New Staples – History & Current Data Suggest that is as Silly as it Sounds
Introduction: Price Action Does Not Always Reflect Value Financial Pornography: 1999 & Today Conclusions & Exhibits Introduction: Price Action Does Not Always Reflect Value A recent Barron’s article cited ...
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 ...
Growth Stock Mania and the Risk of Timing Markets
The Hazards of being In the Grip of a Growth Mania The Resurrection of Value Post a Period of Manic Growth Conclusion & Exhibit The Hazards of being In ...
