Book Review: Buffett’s Early Investments
uttu Buffett’s Early Investments: A New Investigation into the Decades When Warren Buffett Earned His Best Returns. 2024. Brett…
Investment
Year of Shifting Sands: Reflections on the 2024 Global IPO Market
As we settle into a new year, the global initial public offering (IPO) landscape presents a fascinating tapestry…
Net Worth Optimization: A New Era of Personalized Risk Optimization
Since Harry Markowitz developed modern portfolio theory’s mean-variance optimization (MVO), financial advisors and wealth managers have been confronted…
Quality of Earnings: A Critical Lens for Financial Analysts
As corporate collapses continue to catch stakeholders off guard, analysts face growing pressure to dig deeper than traditional…
Book Review: Themes in Alternative Investments
Themes in Alternative Investments. 2023. Shaen Corbet and Charles Larkin, eds. De Gruyter. The alternative investment space continues…
Private Equity and Private Debt: Two Sides of the Same Coin
Private equity (PE) and private debt (PD) are often viewed as distinct investment strategies, but they are increasingly…
Geopolitical Change: Investors Should Focus on the Long Term
In our interconnected world, geopolitical events — ranging from trade disputes and regulatory shifts to conflicts and pandemics…
Market Concentration and Lost Decades
The invention of market cap-weighted indices has been beneficial for the average investor by providing a simple and…
Top 10 Posts from Q1: Valuation Models, Inflationary Shocks, Private Markets
This quarter’s top reads reveal what’s capturing the attention of investment professionals: overreliance on traditional valuation models, the…
Financial Independence, Retire Early (FIRE) vs. Meaningful Retirement: Choose Wisely
As an investment professional, I know how easy it is to get caught between two extremes: chasing financial…