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Top Six Valuation Mistakes

Top Six Valuation Mistakes

Over 20 years as a financial analyst—and later, becoming Head of Research—has given me a lot of experience in forecasting and valuation. I started to build highly complex and detailed financial models early on as an analyst, but later realized […]

Will Tax Cuts Yield A Small-Cap Windfall?

Will Tax Cuts Yield A Small-Cap Windfall?

Congress is getting down to tax reform, and at first blush, smaller companies seem poised for a windfall. But tax cuts shouldn’t anchor a broad-brush investing strategy. Instead, focus on individual company fundamentals—and the less obvious effects of the evolving […]