Sat.Jun 23, 2018 - Fri.Jun 29, 2018

article thumbnail

Animal Spirits: Individual Alpha

The Irrelevant Investor

On this week's Animal Spirits, we discuss: Households are long of stocks Robinhood is going for it How many buyers and sellers are needed to create a decent market? Superforecasters A $3 trillion marketplace I've never heard of What to do with inconsistent income Survey says A steady 7% annual return It ain't what you don't know Trust the process TTM versus CAPE Mean reversion in disguise Investors are worried Will you ever be rich?

article thumbnail

The Arc of the (Bond) Covenants

Brown Advisory

The Arc of the (Bond) Covenants achen Tue, 06/26/2018 - 16:11 The warning caveat emptor , or “buyer beware,” is particularly important to heed when investing in bonds late in the credit cycle. At those moments, issuers are pursuing more aggressive refinancing or acquisitions, underwriters are letting weaker credits slip through the cracks, and investors starved for yield are increasingly willing to hold their noses to outperform.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Arc of the (Bond) Covenants

Brown Advisory

The Arc of the (Bond) Covenants. achen. Tue, 06/26/2018 - 16:11. The warning caveat emptor , or “buyer beware,” is particularly important to heed when investing in bonds late in the credit cycle. At those moments, issuers are pursuing more aggressive refinancing or acquisitions, underwriters are letting weaker credits slip through the cracks, and investors starved for yield are increasingly willing to hold their noses to outperform.

article thumbnail

These Are the Goods

The Irrelevant Investor

Articles Compounding is the most powerful force in the universe, to be sure, and nothing compounds like shame. By Rusty Guinn Your perception of risk is constantly changing, whether you know it’s happening or not By Ben Carlson Just because you have a belief or preference, however strongly held, it doesn’t negate those who differ with you. By Jim O'Shaughnessy The notion that the equity prices of smaller capitalisation companies are somehow less efficiently priced than their larger brethren may

article thumbnail

Pricing for Profit: How to Set, Negotiate, and Succeed

Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

article thumbnail

Vertical Leap: What’s Driving Vertical Software Companies

Brown Advisory

Vertical Leap: What’s Driving Vertical Software Companies achen Thu, 06/28/2018 - 10:28 In the software industry, the big, horizontal “platform” companies tend to attract the lion’s share of attention from investors and the financial media. Firms like Microsoft and Salesforce are household names at this point; other companies like Workday and ServiceNow are less familiar to the average person but quite well known to the investment community.