“Running a public company you do waste time on certain things … like explaining quarterly earnings to analysts” “decided fairly early in life that
The chart below suggests that over the last 10 years, IBM’s stock price has tracked NTM EPS estimates with occasional periods of divergence. Over the
This chart taken from my book, illustrates my equity research framework comprised of 4 factors that drive margin of SAFEty for an investment in a
Samsung and SK hynix’s commentary suggests both are expecting improvement in DRAM supply/demand balance later in 2016. Samsung “Currently, as you mentioned, the NAND market
The chart below suggests that AAPL stock’s recent negative reaction to estimate cuts is similar to its behavior following product/earnings disappointments in 2013. The chart
The table below should give you some idea of the time it takes to execute different research activities required to analyze a given company. Depending
Equity Research is very time consuming, and in the case of sectors like Tech and Pharma, also requires industry knowledge, which most investment professionals do
As the chart illustrates, confusing institutional nomenclature notwithstanding, value investing does not exclude growth stocks within my framework. When Benjamin Graham first introduced value investing,
A Value Stock is one that was vetted through the process of Equity Research to provide adequate Margin of Safety. The goal of equity research
I am sharing an older WSJ article on Robo advisors below – seems to be the “rage of the day” in the investment market.