I previously wrote that there are essentially 4 ways to beat the market, one of which is Institutional Arbitrage. Probably the simplest way to think
Month: July 2016
The $INFN PAM-4 boogeyman was probably born at the time PAM-4 was first conceived a couple of years ago. However the PAM-4 scare appears to
“Corporate Governance” represents a broad category of issues that typically indicate some form of mismanagement at a company. Investors become concerned when they do not
When a relatively recent IPO is trading at ~30x Revenues (MBLY traded at EV/S TTM multiples of ~25x to 100x since IPO), is owned by
Within the financial services industry, professionals commonly distinguish between two broad classes of services – Institutional vs. Retail. “Institutional” refers to institutions like hedge funds,
The acteve Model Portfolio (aMP) is an actively managed concentrated value portfolio. In the aMP, every aspect of the portfolio is controlled in order to
acteve LLC is an investment advisory firm based on ideas I have previously discussed here, as well as in my book. Unlike the “pooled assets”
The popular name for Convolutional Neural Network (CNN) these days is “Deep Learning” (DL) or Deep Neural Network (DNN). Researchers at Google, Facebook, IBM, Nvidia,
Well, clearly not safe enough to deal with a high-riding tractor trailer at freeway speeds, yet. Media reports suggest a self-driving Tesla (on “autopilot”) was