Practical analysis for investment professionals

Portfolio Management


Investing’s First Principles: The Discounted Cash Flow Model

The DCF model is not only relevant to today’s market, it remains an absolute necessity.

Book Review: Expectations Investing

This revised and updated edition offers an insightful framework for identifying gaps between price and value.

Book Review: Undiversified

The book is highly useful not only to women but also to other groups that are underrepresented in investment management.

Top 10 Posts from 2021: The Buffett Indicator, GameStop, Inflation!

What articles most resonated with readers in 2021? Aswath Damodaran on the COVID crucible, career tips from Eric Sim, CFA, and more.

Are Reindeer Good Stock Pickers?

Beating a passive benchmark is hard. And that's true for both reindeer and people.

Put Your Money Where Your Mouth Is: Vegetarian and Vegan Investing

Might financing vegetarian products be the game changer that moves our consumer habits in a more sustainable direction?

On Investment Objectives and Risks, Clear Communication Is Key, Part 1

Identifying investment objectives and achieving stakeholder buy-in is the critical first step in connecting these objectives to portfolio construction.

Dan Joldzic, CFA: Natural Language Processing in a Big Data World

"We are living in a Big Data World," Dan Joldzic, CFA, says. "No single analyst or team of analysts can capture all the information on their positions."

Book Review: Asset Allocation and Private Markets

Even investors who operate exclusively in public markets can benefit from the book’s thoughtful and sometimes unconventional takes.

Gender Diversity in the Board Room: The Firm Size Factor

Smaller is better when it comes to reaping the benefits of gender diversity in the corporate board room.