Enterprising Investor
Practical analysis for investment professionals

Careers


Adapt to Lead: Career Lessons from Kam Shing Kwang, CFA

Finance rewards those who adapt, not those who cling to formulas. Master fundamentals, embrace changes, and let adaptability be your compass.

Book Review: Can’t Deny It

This memoir, written by one of the most decorated research analysts in recent decades, will appeal to all finance practitioners and energy industry specialists.

AI in Investment Management: 5 Lessons From the Front Lines

Explore how AI is reshaping investment management through augmentation, strategic insight, explainability, and evolving investor competencies.

Top 10 Posts from Q1: Valuation Models, Inflationary Shocks, Private Markets
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This quarter's top reads reveal what's capturing the attention of investment professionals.

The Smartest Thing I Ever Did: Women on Life-Changing Decisions

This post highlights inspiring stories from women who took calculated risks, reshaped their lives, and redefined success on their own terms.

Embracing Opportunities: Women in Wealth Management on International Women’s Day

The opportunities for women in wealth management are abundant, driven by the demand for diverse perspectives, the changing demographics of wealth, and the push for inclusive workplace cultures.

Luck vs. Skill: Great Investment Leaders Know the Difference

Our egos are hardwired to fall into the trap of confounding luck and skill. By recognizing the role of chance and reinforcing analytical discipline, investment leaders can build more resilient strategies and teams.

Women and Finance: How Embracing Risk Can Unlock Greater Success

The key to embracing risk? Balance prudence with action, preparation with confidence, and strategy with boldness.

Blinded by Success: How Obsessive Goal-Setting Can Backfire in Finance and Beyond

Ambition is a powerful driver of success, but without perspective, it can become a liability.