Equity Investments
Private capital fund managers do not expect their portfolio businesses to report a profit.
The real valuation problems today are much more evident in private equity markets, says Jason DeSena Trennert.
Why do value investors so rarely write calls on their long positions?
“This time is different” might be the four most dangerous words in investing. “Uncorrelated returns” may just be the two most lucrative.
Where will stock markets and interest rates be at year-end 2020?
If it was ever true that women were excessively fearful about risk, it’s not true anymore.
The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.
The economy has only a handful of truly fundamental drivers that influence different asset classes.
What does the AUM-weighted sector distribution of gender lens equity funds look like?
"What makes us uncomfortable about disruption is the uncertainty it brings into every number that we measure," says Aswath Damodaran.