Practical analysis for investment professionals

Equity Investments


Weekend Reads for Investors: From Hong Kong Edition

Jason Voss, CFA, curates articles about China's current account deficit, whether men are hardwired to take risks, lazy fund managers, and more.

Three Investing Lessons from My Mom

Plan for the unexpected. Get comfortable with losing. Enjoy the journey. Dougal Williams, CFA, shares some valuable investing advice from an unlikely source.

In Practice Summary: Assessing the CFA® Program’s Value

How does the CFA designation impact the performance of sell-side analysts who make stock recommendations?

The Old Faithful Portfolio

Can Old Faithful's renowned reliability be replicated in a portfolio?

Top Five Articles from April: Portfolio Concentration, Cryptocurrencies, Quantamental

An analysis of portfolio concentration and a primer on cryptocurrencies are among the leading posts from Enterprising Investor last month.

Beware of Experts Bearing Forecasts

As finance gurus forecast a market that's variously overvalued, undervalued, ready to plunge off the cliff, or blast off to new heights, remember to tune out the noise and stay invested for the long run, says Mark Armbruster, CFA.

US Tax Reform: Three Q1 Considerations for Investors

As US companies begin to report their first quarter results, investors will need to consider the ongoing effects of the 2017 US Tax Cuts and Jobs Act, writes Sandra Peters, CPA, CFA.

Assessing Value in the Digital Economy

Analysts need new tools to evaluate new business models.

Book Review: Equity Management

The authors have compiled a highly readable, entertaining, and well-informed collection of articles on the history and development of the quantitative techniques of stock selection.



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