Portfolio Management

849 Posts

Book Review: Capital Returns

Book Review: Capital Returns

Although a collection of company analyses may not seem like compelling reading, this volume covers an important and underappreciated topic and boasts a superb introduction by one of the great financial writers of our era, Edward Chancellor. Both real-life and fictional examples help readers deepen their understanding of the capital cycle and teach managers and analysts capital cycle pitfalls to avoid. Read more

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Book Review: Phishing for Phools

Book Review: Phishing for Phools

The “invisible hand” of the free market can hurt as well as help participants. The authors, who are Nobel Prize–winning economists, argue that as long as there is profit to be made, sellers will exploit our psychological and behavioral weaknesses through manipulation and deception. Read more

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The C-Suite Speaks: Department Store Rebound?

Department stores don’t provide the same read on the economy as they did in the past, but, overall, activity is still depressed, says Scott Krisiloff, CFA. Yet there are signs of a possible upturn. And while the presidential election has been a source of uncertainty, the polls may be starting to give an indication of who is likely to win without having to wait until Election Day. Read more

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The Cost of Cheap: Slavery in the Supply Chain

It’s conceivable slavery made it into your clothing or perhaps even the circuits that you are using to read this. It shouldn’t be that way. The case against slavery is about more than just morality. It’s about money and a material risk to a broad cross section of widely owned businesses that is underappreciated, potentially disastrous, and (in time) easily mitigated. Read more

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