Stock Price Performance in ReviewWe postponed publication of our quarterly memo awaiting the statement ...

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The P/E for automobile manufacturers is normally very low. Ford, GM and Toyota currently ...

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By Rob Arnott, Bradford Cornell, Forrest Henslee, Thomas Verghese March 2025 Key Points Big market delusions (BMD) ...

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Six years ago, our Senior Advisor, Prof. Cornell, delivered a thought-provoking keynote at the ...

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As Herb Stein “if something cannot go on forever, it will stop”. The current ...

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The ultimate source of wealth from financial investments comes from the transfer of funds ...

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With stock prices at near record highs relative to measures like earnings or cash ...

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