February 17, 2019
Buybacks, Executive Compensation and Trust
In his blog, Musing on Markets, my colleague, Aswath Damodaran makes an important point about…
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February 12, 2019
Upcoming Featured Publication – Energy and Investing :”The Great Transformation”
Human civilization faces a daunting problem - how to provide reliable energy to a growing…
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January 21, 2019
How Fast Sentiment Can Change – Tesla
Throughout much of the last several years the Los Angeles Times has been enthusiastic about…
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January 3, 2019
Apple, Inflation and Valuation
In light of Mr. Cook's revision of expected fourth quarter revenue for Apple, it is…
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December 27, 2018
Efficient Markets?
The efficient market hypothesis holds that the market prices of securities accurately reflect the fundamental…
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December 24, 2018
Enough is Enough?
For over a year now, we have been banging the drum saying that equities, particularly…
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December 20, 2018
Advisors say “Get Defensive”
From Charles Schwab to Goldman Sachs, analysts and investment advisors are warning investors to “get…
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December 18, 2018
Why Fundamental Valuation Matters
First, a little humility. When we posted our list of ten bubble stocks we were…
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December 5, 2018
Disappointment and Concern at the Los Angeles Auto Show
As readers of this blog know, we have consistently opined that at prices exceeding $350…
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November 28, 2018
Looking Back at Bitcoin
Benjamin Graham once said, “In the short run, the market is a voting machine but…
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