Equity Investments

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.

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

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

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

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

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

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

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

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

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