Presently just five US tech companies account for nearly 25% of the S&P 500 market cap. We discuss resurgence of big US tech and what it means for investors. Hello and welcome to Reflections on Investing with the Cornell Capital…
Prof. Bradford Cornell explains how fundamental valuation analysis can potentially uncover market inefficiencies. As an example, Prof. Cornell revisits our publication "Valuing the Automotive Business" from November 2021. Hello, welcome back to reflections on investing with the Cornell Capital Group…
Hello and welcome back to Reflections on Investing with the Cornell Capital Group, and today we're going to talk about something that's been somewhat forgotten in recent years, corporate debt. We think it's going to play a much more important…
How can an option trade make 4000% in one day? Tesla stock has been highly volatile and one of the drivers of this volatility is the unusually large volume of options trading. Are large proportion of Tesla option contracts are…
While 2020/2021 were great years for our High Fliers, in 2022 the party ended and many of those companies like Peloton, Wayfair and Carvana came crashing down. In the first month of 2023 however we are seeing signs that the…
We revisit "Valuing The Automotive Industry" our in depth report from last year. "Valuing The Automotive Industry" (Nov. 2021) Hello and welcome back to "Reflections on Investing with the Cornell Capital Group." One year ago today, the Cornell Capital Group…
In October of 2021 we reviewed the Howard Marks Checklist from Mr. Marks' book "Mastering the Market Cycle." Since then conditions in the market have changed dramatically so we felt it was time to revisit Mr. Marks' checklist. Welcome back…
The market's worst day of 2022 was September 13th when the Bureau of Labor's Consumer Price Index came in higher then expected. A month later the next CPI release was a similar surprise however the market's reaction to that news…
We explain the approach to valuing the S&P 500 developed by NYU Professor Aswath Damodaran a co-author with our senior advisor Professor Bradford Cornell, and explain its relevance to current market conditions.
There is an inverse relationship between current investment performance and expected future performance. Understanding why is a key to maximizing long-run risk adjusted returns.