Equity Investments

263 Posts

Weekend Reads for Investors: A Building Froth in Stocks

Weekend Reads

There is a speculative froth building in US stocks that is hard to ignore these days. Facebook was motivated to pay $19 billion for mobile messaging firm WhatsApp in order to gain access to their reported 450 million user base rather than their meager revenue stream, estimated at $20 million in 2013. This brings to mind the price-to-eyeballs metric that was first popularized by then–Morgan Stanley analyst Mary Meeker during the dot-com boom of the late 90s. Read more

Leave a Comment

A Little Industry Experience May Make You a Better Analyst

A Little Industry Experience May Make You a Better Analyst

Is an analyst with prior industry experience more likely to be on target with his earnings forecasts and stand a better chance of being named to Institutional Investor magazine’s All-America Research Team? In a word, yes. At least that was the conclusion of a recently published study which examined the biographical data and earnings estimates of 2,590 analysts over a period of nearly three decades. Read more

1 Comment