Learning from Investment History
Perhaps the most important lesson I have learned from studying investment history is not to trust what I learn from … Read more
Perhaps the most important lesson I have learned from studying investment history is not to trust what I learn from … Read more
In honor of Tesla Inc (NASDAQ:TSLA) approaching new highs, I went back to a Aswath Damodaran and I wrote in … Read more
Though attempting to time the market is hazardous at best, there is one guide I use – the notion that … Read more
On November 7, 2016, Bloomberg reported that the value of all United States equities was $23.742 trillion. By the close … Read more
Begin with two facts. One: computers continue to evolve and improve at an astonishing rate. Two: people are not getting … Read more
Much of the investment thesis behind Tesla, as well as a reason for the government subsidies, is based on the … Read more
The best way to explain stationarity is with an example. Suppose I want to estimate what the rainfall will be … Read more
Market Efficiency being impacted by the rise of passive inflows?In recent weeks the Wall Street Journal has been reporting on … Read more
Fitbit Inc (NYSE:FIT), GoPro Inc (NASDAQ:GPRO), Tesla Motors Inc (NASDAQ:TSLA) And Apple Inc. (NASDAQ:AAPL) all demonstrate important points about moats … Read more
It has been a big month for product announcements by major technology companies and I see some valuation implications. First, … Read more
Apple Inc. (NASDAQ:AAPL) Stock and Warren Buffett – Full Disclosure Back in May I was writing on this blog that … Read more
Math skills lie at the heart of understanding investments. If there is one thing I tell investment enthusiasists, it is … Read more
My knowledge of Theranos and its dramatic fall from grace is limited pretty much to the popular media – a … Read more
Repeatedly I have marvelled at Mr. Musk’s ability to convince the market that Tesla has growth options with his words. … Read more
Brexit has added an exclamation point to the realization that immigration is a critical issue to a growing fraction of … Read more