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

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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.

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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?

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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.

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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.

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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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.

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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