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 ...
By Rob Arnott, Bradford Cornell, Forrest Henslee, Thomas Verghese March 2025 Key Points Big market delusions (BMD) ...
Six years ago, our Senior Advisor, Prof. Cornell, delivered a thought-provoking keynote at the ...
As Herb Stein “if something cannot go on forever, it will stop”. The current ...
Stock Price Performance in ReviewThe year 2023 ended on a high note. During the ...
The ultimate source of wealth from financial investments comes from the transfer of funds ...
With stock prices at near record highs relative to measures like earnings or cash ...
As Herb Stein “if something cannot go on forever, it will stop”. The current ...
A common refrain is that to get more return you have to bear more ...