Practical analysis for investment professionals

equity analysis


Rupal J. Bhansali: Insist on the “And” Proposition

Rupal J. Bhansali of Ariel Investments says that contrarian value investors refuse to settle for sub-optimal compromises.

Leveraging Active Investing with Small-Cap Stocks

Elizabeth M. Lilly, CFA, thinks that small-cap stock investing is an excellent way to leverage active management. If you do the research.

High-Conviction Short Sales: Empathy for the Bull

The best short sellers share one key personality trait: empathy, or the ability to put themselves in their counterparty’s shoes, says Greg Blotnick, CFA. Before initiating any short position, make sure to know the answer to the three questions he poses.

Aswath Damodaran: Reliable Investment Valuations Balance Numbers and Narratives

When it comes to valuing stocks, the most reliable valuations come from imaginative number crunchers and disciplined storytellers, says Aswath Damodaran.

Weekend Reads for Investors: The Rising Influence of Activists, Africa, and Twitter

David Larrabee, CFA, rounds up the most interesting reads for equity investors from the last couple weeks.

The Competing Incentives and Pressures that Influence Sell-Side Analysts

A recent study designed to decipher the “black box” of sell-side analyst decision making sheds new light on the driving forces behind two important outputs of their work: earnings estimates and stock recommendations.

Just Released: Rethinking the Equity Risk Premium

Ten years ago investment community luminaries met to discuss the equity risk premium. Now in a new Research Foundation of CFA Institute monograph state of the art thinking about the equity risk premium is presented for the benefit of investors worldwide.



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