Practical analysis for investment professionals

equities


The Equity Advantage: Reinvestment of Earnings

Equities can compound in value in a way that investments in bonds, real estate, and other asset classes cannot.

Renewable Energy Funds: Through a Gender Lens

As ESG investing continues to grow, applying a gender lens to public equity funds focused on climate solutions is critical.

Tell Me a Story: Aswath Damodaran on Valuing Young Companies

When valuing companies, "You don't have to be right to make money," Aswath Damodaran says. "You just have to be less wrong than everybody else.”

Lessons in Behavioral Bias: The COVID-19 Equity Markets

The pandemic-era stock markets have been a showcase of behavioral biases in action.

Why Invest in Stocks?

Equities are not necessarily more risky than such "safe" assets as US Treasuries. 

Portfolio Diversification: Harder Than It Used to Be?

Ever-greater access to world equity markets should have made it easier for investors to build and harvest the benefits of diversified global stock portfolios. But has it really?

Book Review: The Synergy Solution

Mark L. Sirower and Jeffery M. Weirens subject traditional analyses of M&A transactions to well-warranted scrutiny.

Technical Analysis Revisited: Moving Averages = Above Average Returns?

How have moving averages performed as an investment strategy over the decades?

Book Review: Nothing but Net

This book provides 10 invaluable lessons that investors can use to pick tech stocks in years to come.

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.