Practical analysis for investment professionals

stocks


Why Invest in Stocks?

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

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.

Myth-Busting: ETFs Are Eating the World

What effect has passive investing, including ETFs and index-tracking mutual funds, had on the US stock market?

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.

Fama and French: The Five-Factor Model Revisited

How well has Fama and French's five-factor model explained returns?

Modern Variants of Capitalism, Part 2: Financial Capitalism

In financial capitalism, wealth is transaction-based rather than operational.

Dow 36,000! Crypto $3 Trillion! Charting a Wild Decade in Finance

Dow 36,000, crypto, Brexit, GameStop, pandemic. Imagine you uttered these terms back in the autumn of 2011, when Enterprising Investor first launched. What would they have evoked?