Practical analysis for investment professionals

Equity Investments


Building Optimized Portfolios with JPMorgan’s 2021 Forecasts

Even as equity markets set all-time highs and bond yields near generational lows, it is still possible to build resilient portfolios with reasonable return expectations.

Refreshing Revenue, the Cash Conversion Cycle, and Free Cash Flow

GAAP sometimes misrepresents business reality. We can use that fact to generate some alpha.

Trading at All Hours: The Portfolio Implications

All the day trading by the new class of retail investors has not helped the long-only crowd.

Capitalism Is Dead, Long Live Debtism

Should a loan that one neither intends nor is required to repay be considered debt or equity?

Myth-Busting: Earnings Don’t Matter Much for Stock Returns

The relationship between earnings and equity returns is more illusion than reality.

Moats or Market Power?

Instead of searching for firms with moats, we should be looking for those with market power.

Five Investing Success Stories from Five International Women

In honor of International Women's Day 2021, Barbara Stewart, CFA, shares the stories of five women investors.

A Call to Action: Aligning Gender Lens Investing and ESG

Gender lens investing (GLI) is a thematic environmental, social, and governance (ESG) strategy.

How Alpha Hides in GAAP Accounting: Return on Equity

You can find significant alpha in the mechanics that drive GAAP accounting.

How Long Does Competitive Advantage Last? A Sector Analysis

Does a firm’s competitive advantage tend to endure longer in some sectors than others?



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