An article in CFA Institute argues that intangible assets (non-physical assets such as trademarks, patents, etc.) are “increasingly critical to corporate value, yet current accounting standards make it difficult to…
Day: March 4, 2019
The Impact of Declining Valuations
The Euclidean.com 2018 Q4 letter discusses the fallout that can occur when there is a “divergence” between the price and value of a company’s shares resulting from investors losing sight…
Buffett's Letter: Shorter and Less Upbeat
An article in Institutional Investor published after the release of Berkshire’s annual letter to shareholders said, “It isn’t what Warren Buffett wrote in his shareholder letter—it’s what he didn’t.” Noting…
High Hopes for Buffett's Annual Letter
A Bloomberg article published prior to the release of this year’s letter to Berkshire Hathaway shareholders notes that Warren Buffett “has provided himself with plenty of fodder—if only he’ll use…
Five Questions: An Advisor’s View of Cryptocurrencies with Tyrone Ross
By Jack Forehand (@practicalquant) — There may not be a more polarizing topic in investing right now than cryptocurrencies. On one side, believers in the technology think it will change…