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Day: October 12, 2020

No Value Explanation for ‘Exorbitantly Priced’ Tech Stocks, Says Research Affiliates
5 years ago
No Value Explanation for ‘Exorbitantly Priced’ Tech Stocks, Says Research Affiliates

A new study by Research Affiliates shows that even some growth stocks are too expensive even after including intangible assets. This according to a recent article in Institutional Investor. “Mega-cap…

Robinhood Anxiety of Fidelity’s $230 Billion Star Manager
5 years ago
Robinhood Anxiety of Fidelity’s $230 Billion Star Manager

In a recent Bloomberg interview, Fidelity fund manager Will Danoff (who oversees $230 billion) shares insights on why money keeps flowing out of his star-performing mutual fund as well as…

Interview: Liquidity Cascades with Corey Hoffstein (Ep. 45)
5 years ago
Interview: Liquidity Cascades with Corey Hoffstein (Ep. 45)

It has been said that the most dangerous words in investing are “this time is different”. But sometimes a confluence of factors come together to significantly change the character of…

Recent Original Research
August 28, 2025
Small Caps Are Heating Up: Can the Motley...
Small-cap stocks are finally showing signs of life. After trailing large caps for much of the past decade, the Russell 2000 has returned nearly 25% since the market bottomed out in April, outpacing the S&P 500. Even...
August 26, 2025
Ten Top Wide Moat Stocks That Pass the...
In today's rapidly evolving and intensely competitive marketplace, businesses with robust economic moats present compelling opportunities for sustained investment performance. These organizations maintain durable competitive strengths—such as powerful network effects, significant customer switching barriers, superior operational efficiency,...
August 25, 2025
The Reversion of International Stocks: A 2025 Story
For much of the past decade, international equities have lagged behind the S&P 500. U.S. large-cap growth names – particularly the “Magnificent Seven” – captured investor attention, while many investors overlooked global markets. But 2025 is shaping...
August 22, 2025
Ten Top Peter Lynch Stocks
Peter Lynch stands among the most celebrated investors in modern financial history, having transformed Fidelity's Magellan Fund from a modest $18 million portfolio into a $14 billion powerhouse during his tenure from 1977 to 1990. Under his...
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