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Day: September 14, 2020

Excess Returns, Ep. 41: Is Direct Indexing the Future of Investing?
5 years ago
Excess Returns, Ep. 41: Is Direct Indexing the Future of Investing?

Technology has allowed all of us to personalize many aspects of our lives. Rather than accept products tailored to a wide range of people, we are now able to customize…

A Robot Bought Amazon When Trying to Fix Value Investing
5 years ago
A Robot Bought Amazon When Trying to Fix Value Investing

A South Korean money manager said its artificial intelligence-augmented value strategy would return 13% annually and “revive” the value factor. But a recent Bloomberg article says that value traditionalists “will…

10-Year Treasury Note Isn’t What It Was
5 years ago
10-Year Treasury Note Isn’t What It Was

The 10-year U.S. Treasury note, which for years has represented every investor’s touchstone, has become less trustworthy. This according to an article in The Wall Street Journal. The article reports…

Recent Original Research
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Peter Lynch stands among the most celebrated fund managers in financial history, transforming Fidelity's Magellan Fund from a modest $18 million portfolio into a colossal $14 billion powerhouse during his tenure from 1977 to 1990. His extraordinary...
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The S&P 500 Dividend Aristocrats represent an exclusive collection of under 70 enterprises that have delivered rising dividend distributions for a minimum of 25 straight years spanning multiple industries. This unbroken record of dividend growth demonstrates strong...
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In today's fast-changing and highly competitive business environment, companies with strong economic moats offer attractive prospects for long-term investment success. These firms possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational excellence, or unique...
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