Alternative Investments
"In most crises, young companies suffer at the expense of old companies, risk-on companies get hurt more than risk-off companies," Aswath Damodaran said. "This crisis seems to have flipped the script."
Lower interest rates may not, in fact, lead to higher P/E ratios.
PE results can neither be benchmarked reliably nor delivered consistently.
What happened to the negative correlation between the price of gold and the US dollar?
What Enterprising Investor articles most resonated with readers in 2020?
Private equity is not more resilient than other asset classes. Quite the opposite.
Market share change is the indicator to watch when it comes to mutual fund company business performance.
What explains the absence of predictability in private equity performance?
"In private markets, no one can figure out your true performance."
The internal rate of return is dead. Long live the IRR.