Practical analysis for investment professionals

Primer


Top Five Articles from May: Chart Crimes, Investing Lessons from Mom, and the Invisible Octopus

Does the CFA charter add value? Why does everyone hate finance and what can be done about it? The leading Enterprising Investor posts from May address these questions and more.

18 Chart Crimes and Misdemeanors

Truth is relative, falsehoods are seductive, and shortcuts are commonplace. Chart crimes are a clear manifestation of this, writes Sloane Ortel. 

Top 10 Posts from 2017: Markets during War, Rules for Equity Valuations, LinkedIn Tips

What were the articles of the year on Enterprising Investor? The 10 leading posts covered a broad spectrum of subjects, from interviewing and cover letter tips, to how to optimize decision making and better understand blockchain technology. They were authored by some of the most influential thinkers in finance, including Michael Batnick, CFA, and Ben Carlson, CFA, and together offer an illuminating view into the state of the investment profession in 2017.

Keep It Simple: 11 Rules for Equity Valuations

James J. Valentine, CFA, shared his 11 rules for equity valuations and setting price targets at the CFA Institute Conference: Equity Research and Valuation 2017. Paul McCaffrey provides a synopsis.

Russell Napier, ASIP: 21 Lessons from History

The astute investor appreciates both knowledge and thought by embracing the lessons of history, and financial market historian Russell Napier, ASIP, has studied those lessons extensively.

Sam Zell on Global Growth: “Where’s the Demand?”

The first question Sam Zell asks when someone offers up an investment opportunity is “Where’s the demand?"

Blockchain 101 with Campbell R. Harvey

So, what is blockchain? What will it do to our industry? Campbell R. Harvey led an extended presentation on the subject.

Shiller vs. Siegel: Is the Stock Market Overvalued?

Is the stock market overvalued? That depends on who you ask. Nobel laureate Robert J. Shiller says "yes," while Jeremy Siegel says "no."

An Index for Any Asset: The Historic Stocks Market (HSTM) Index

The Historic Stocks Market (HSTM) Index tracks the auction prices of 100 "representative" share and bond certificates. It represents the full scope of scripophily — the collection and study of old stock and bond certificates — Jeremy Monk explains.

The Fintech Files: Understanding Blockchain

Blockchain is an often discussed, rarely understood topic. What is it all about? What changes will it bring to financial services? What are the benefits and road blocks? Larry Cao, CFA, asked Jennifer Qin of Deloitte for her take on these questions.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close