Seasoned readers are familiar with our use of point-and-figure charts as a tool in our investment process to both 1. find ideas in our Knowledge Leaders universe that bear further analysis and 2. give us a clear signal when a […]
Old School Curated Links And News Aug 22 Edition by Jae Jun Welcome to the Aug 22nd edition of the Old School Curated Links and News. I provide the latest round of valuable content that I’ve been reading/following as well […]
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The Business And Brand Of Kobe Bryant by Kevin Dowd, PitchBook A few short months ago, Kobe Bryant ended his NBA career with a 60-point outburst in the Los Angeles Lakers’ season finale. After the game, he took the floor […]
In emails I received and discussions I saw and experienced there is a strong belief that independent measures of inflation (e.g. www.shadowstats.com, the Chapwood Index) are false and not trustworthy. I wanted to address this issue and show you how […]
Growth Estimates Have Been Tracking Higher YTD by Eric Bush, CFA Next twelve months (NTM) earnings and sales growth estimates in the developed world have been modestly improving throughout the year. In January, average NTM sales growth estimates were 6%. The latest […]
In July 1944, just weeks after the successful Allied invasion of Normandy, hundreds of delegates from around the world gathered in Bretton Woods, New Hampshire to determine the future of the global financial system. The vision was simple: America would […]