“Like it or not, companies are judged by flawed standards,” according to a recent CFA Institute article that outlines several areas where GAAP revenue recognition “can hit a snag and…
Day: April 29, 2021
The Awakening of Value: The Lakonishok Strategy
A recent article in Forbes highlights the value investing strategy of Josef Lakonishok, a professor-turned-money manager who founded the firm LSV Asset Management ($104 billion AUM). “Lakonishok created a stir…
Hedge Fund Issues SPAC Warning
In a recent newsletter to investors, hedge fund firm Marshall Wace co-founder Paul Marshall issued a warning regarding the surge in special purpose acquisition companies (SPACs). This according to an…
Goldman Says Picking Stocks is Harder, But Tesla and Twitter Show Promise
Earlier this month, analysts at Goldman Sachs identified a few stocks they say have “potential to offer significant upside for investors based on the new dynamics of the market.” This…
Investing in Freedom in Emerging Markets with Perth Tolle, Founder of Life + Liberty Indexes (Ep. 86)
The emerging market universe includes a very diverse set of countries, many of which are sorely lacking in the types of freedom enjoyed by their people. Some of the biggest…