Few investment options attract more newbie investors than technology stocks. Exciting stories abound, and the volatility of this “asset class” reflects the constantly changing forecasts of fu...
Last month, we did an autopsy on metal 3D-printing stocks. Before that, we ditched our investment thesis around distributed manufacturing as the best strategy for betting on 3D printing. Extreme ...
Managing a portfolio becomes a whole lot easier when you let the world peek under your kimono to see how the sausage gets made. Why we’re holding 36 tech stocks in our portfolio is clearly docu...
As the undisputed leader in global indexing, MSCI (MSCI) offers investors a way to slice and dice the global stock universe into buckets. For example, the MSCI ACWI Small Cap Index tracks 6,260 s...
“Never fall in love with a stock,” as the old saying goes. This implies you should always be open to criticisms of stocks you’re holding, even if they come from people who are financially m...
It’s tough to teach leadership skills, but it’s easier to teach people how to become more comfortable making decisions with limited information. That’s what the HBS Case Method is about. Ta...
The father of special purpose acquisition companies (SPACs) was recently on the Lex Friedman podcast eliciting sympathy from the audience by talking – in that soft-spoken voice – about how di...
Deciding to buy a stock is easy. We spend a minimal amount of time convincing ourselves that it’s worth the risk while conducting due diligence that would hardly be considered sufficient. If 95...
Our recent piece on water IoT stock Xylem (XYL) looked at the wide differences in which the finance community defines a growth stock. Usually, this involves looking at earnings growth which doesn...
About 20 years ago, the Financial Accounting Standards Board (FASB) introduced a new concept called goodwill impairment, which despite the name has nothing to do with being charitably challenged ...