WHITE PAPERS
A monthly, deep dive, and rigorous piece identifying:
Extraordinary Value Spreads, Mispriced Quality, and Behavioral Errors
Oil Stocks to Buy: A Preference for Profits Over Promises
We believe investors should be open-minded about old-fashioned energy for two reasons. First, we have a growing conviction in oil companies’ capital discipline. Second, while commodity prices may rise ...
Finding the Safest Investments with the Highest Returns
A Faustian Bargain worth Revisiting In this paper we update our work The Siren Song of Growth: Why Investors Willfully Set Sail for the Rocks and make the following ...
What Does Volume Mean in Stocks?
The Low Value in High Volume Last week’s Quick Take highlighted that retail investors were being sucked into speculative trading. This piece substantiates the following: High turnover stocks have ...
Inflation Assets Presentation Video, Slides & Transcript
Introduction Slide:Inflation Assets, Investing & Managing Equity DurationNote: Video Presentation is at the top of the transcriptBy way of preview I’m going to try and compress the views explained in ...
Cheap Stocks Right Now are the Exception Not the Rule
Identifying the Rare Firms With Big Profits, Low Prices and a History Of Flying Higher+ Flying Fortress Stocks: Making Money with a Margin of Safety The legendary B-17, the ...
Small Cap vs. Large Cap Stocks: The Power of the Petite
Can the Might of Mean Reversion Send Small Caps Higher? Our research team published a very simple Chart for The Curious earlier this month comparing the relative size of ...