Drivers of Value
Quality of Earnings: By approaching financials with this sharper lens, analysts can not only anticipate problems but also identify opportunities that align with long-term value creation.
From mean variance optimization to net worth optimization. We no longer need to ask which is more important, the client’s attitude toward risk or the client’s capacity to take on risk.
The dynamics of global capital flows are shifting. While the overall IPO market contracted last year, a closer look paints a more nuanced picture.
This book digs into Buffett’s pre-Berkshire investments. The result is a fresh look into the origins of his investment approach.
The debate over the inclusion of private investments in 401(k) plans is a hot topic. Are DC plans better off without them?
As complex ML models become more prevalent in investment management, their tendency to overfit to specific historical conditions poses a growing risk to investment outcomes.
Financial success depends on disciplined saving and investing, not fancy investment products and high returns.
Does Germany's massive fiscal package mark the beginning of a lasting regime change or just another chapter in market volatility?
By classifying products into commodity, luxury, or hybrid models, investors can identify durable competitive advantages.
Investment professionals must carefully consider how shareholder loans and intangible assets influence financial ratios, as these factors materially shape the post-buyout financial landscape.