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Quick Takes for the Curious2022-05-02T05:10:10+00:00

QUICK TAKES FOR THE CURIOUS

A monthly, wide ranging, and informal note based on discussions and readings.

Growth Investing Gone Wrong: Avoiding the Double Bogeys

April 1, 2022|

In Fast Growth Stocks, we explained the risks to “growth investors” seeking quick profits in some of the market’s most speculative firms. That rant laid the groundwork for our paper explaining the obvious opportunity to invest in growth companies at reasonable prices. A once in 20-year opportunity, in our view.

Russell 2500 Growth Index vs Russell 2500 Value Index

February 2, 2022|

Past Performance Does Not Guarantee Future Results…. Particularly the RECENT Past. This paper makes the following three points: 1) The mean reversion in the 2500 benchmarks will continue, with growth falling sharply relative to value, 2) The reason for this is painfully simple in our view and 3) Allocators should move from index funds to active managers in the R2500G sector

Peter Elkind, Bethany McLean: Enron’s Scandal Explained in Simple Terms

January 5, 2022|

Summary of Enron Smartest Guys in the Room: Bethany McLean and Peter Elkind wrote the national bestseller “The Smartest Guys in the Room.” The book catalogues the rise of Enron, the financial crisis that would eventually consume it and exposes the subsequent accounting scandal. We do not write this missive to celebrate the devastating losses created by Enron Corporation...

Junk Stocks Funded by Junk Bonds

August 18, 2021|

An Honest Take on Difficult Circumstances When bond yields first went negative, I called a long-time confidante. I whispered into the phone, “Someone is paying someone to borrow their ...

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