Equity Investments
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?
By classifying products into commodity, luxury, or hybrid models, investors can identify durable competitive advantages.
Does the PEG ratio provide meaningful insights for broad market trends?
Are public pension funds truly delivering the returns they claim?
This post explores how passive investments complement active strategies, driving better results for clients and portfolios alike.
This post explores the intricacies of the equity risk premium, scrutinizes traditional valuation models, and introduces an updated framework to guide strategic decision-making in today’s volatile environment.
Private equity buyouts are complex financial maneuvers. By understanding the structuring that lies beneath these transactions, stakeholders can navigate the intricate world of PE buyouts with confidence and precision.
Discounted cash flow valuation offers a tempting sense of numerical clarity, but 80% of that “value” can rest on uncertain terminal assumptions. Fragile, indeed.