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Quantum Computing and Investing

At a conference on quantum computing and finance on December 10, 2020, William Zeng, head of quantum research at Goldman Sachs, told the audience that quantum computing could have a “revolutionary” impact on the bank, and on finance more broadly…

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Popping Bubbles

Based on the dot.com experience, popping bubbles are often associated with the complete collapse of companies like eToys, Pets.com or Webvan, but that is as much the exception as the rule. It is equally common that following an immense and…

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The CCG Disruption Index

At  Cornell Capital Group we think that simple stock price indexes can provide insight into how the market has moved in the past and maybe even how it might behave going forward. For this reason, shortly after the onset of…

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Another Covid Victim: Short-termism

In a famous editorial published in the Wall Street Journal, Warren Buffett and Jamie Dimon, the chairmen of Berkshire Hathaway and JP Morgan respectively, took the stock market to task for being too short-term oriented. The authors state that “This…

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Valuing Exxon

Most stock valuation chatter on the internet focuses on companies with great growth opportunities like Zoom, Wayfair and Peloton or well known companies whose stocks have outperformed like Apple and Amazon. Here we take a look at the other side…

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Investor Memo Q3 2020

Welcome to the first of an ongoing series of Cornell Capital Group quarterly investor memos. The purpose of these memos is both to reflect on the current financial market environment and to explain our future outlook. With the impact of…

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Revisiting the CCG Quarantine Indexes

Back in April 2020, we introduced two new indexes – the Cornell Capital Group (CCG) Quarantine Index and the CCG anti-Quarantine index. The Quarantine Index was composed of what might be called, stay at home, work at home stocks. Typical companies…

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ESG Risk and Return

There are two primary factors that affect expected returns for companies with high ESG ratings – investor preferences and risk. Although investor preferences for highly rated ESG companies can lower the cost of capital, the flip side of the coin…

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What Does it Take to be Worth $500 billion?

On August 31st Tesla's latest bull run ended when the stock closed at an all-time of $498.50 per share. At that price, the market cap value of Tesla was $464 billion, an amount greater than Ford, GM, Daimler, Volkswagen, and…

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Are the Tech Giants Trading Like Bonds?

          The tech giants are trading at valuation ratios that are close to unprecedented for such large companies. Currently, Amazon trades at a nosebleed price/earnings multiple of 122. Apple’s multiple is 33 which is extraordinary for…

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