Equity Investments

405 Posts

Book Review: Wall Street Research

Wall Street Research: Past, Present, and Future

The story of sell-side security analysis is still unfolding, but for an up-to-date account, this book serves the reader extremely well. The authors provide illuminating examples of recent innovations in the production and distribution of research and offer valuable insight by applying economic models in novel ways. Read more

2 Comments

Book Review: Strategic Value Investing

Strategic Value Investing: Practical Techniques of Leading Value Investors

This book provides a broad overview of value investing and detailed implementation guidelines for a wide variety of value-investing disciplines. The book focuses more on guiding readers in selecting and applying their own approach to value investing than on stories of how the “gurus” achieved success. Read more

3 Comments

Forum: The Future of Active Management

The travails of active managers in recent years have been well-chronicled. Their poor collective performance has led investors to flee actively managed funds for passive products and others to question their relevance. To better understand the challenges facing active managers today, the industry’s response to those challenges, and the likely future state of the industry, CFA Institute is hosting an online forum as part of its Future of Finance initiative. Read more

14 Comments