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This Time is Different – The Death of Valuation
Introduction: An Old Story The Rich (expensive growth) Get Richer…and Poorer Conclusions & Exhibit Introduction: An Old Story A recent article from Bloomberg counted a leading quant from one ...
How to Build a Growth Stock 1999 & Today
Introduction: A Quick & Imperfect Review of Akamai Kailash’s view on Carvana: How to Make Money by Losing Money Conclusions & Exhibit Introduction: A Quick & Imperfect Review of ...
A Preference for Getting PAID: Durable Dividends & the Market’s Dichotomy
Introduction: The Dividend Disparity Crash Cushions Fundamentals Conclusions & Exhibit Introduction: The Dividend Disparity These are heady days for the beneficiaries of central bank infusions, government stimulus, and the ...
60/40 Portfolio: Buying a Ticket on the Titanic
Asset Allocation: Expensive Equities & Risky Bonds An Imperfect Solution in a Land of Low to Negative Yields Conclusion: The Benefits of Balance Asset Allocation: Expensive Equities & Risky ...
Value Investing and Manias Part II – Navigating a World with Financially Defective Narratives
Introduction: Financially Defective Narratives The Value Giant: Not Dead, Just Sleeping Why Spreads Will Reverse: The Resurrection of Value Investing Introduction: Financially Defective Narratives In our last piece, Value ...
Value Investing & Manias – A Brief Defense of History
Introduction: Buying Low & Selling High How Cheap is Value vs. Growth Today? December 2016 – Today: The Anti-Gravity Anomaly Conclusion Introduction: Buying Low & Selling High Buying low ...
Durable Dividends – Searching for Safety & Income During Uncertain Times
Introduction: The Decline in Dividends A Simple Solution to a Complex Problem A Financial Fort Knox Conclusion Exhibits Introduction: The Decline in Dividends As economies stumble in a manner ...
The Biggest Losers at the Peak – Economic Delusions During a Pandemic
Introduction: Profitless at the Peak Large Cap Small & Mid Cap Conclusion Exhibits Introduction: Profitless at the Peak The bull market of the last 10 years has moved relentlessly ...
