…metrics to look at when valuing tech companies and discuss the application of quant strategies to tech and growth investing. Listen on Apple Watch/Listen on Spotify Watch on YouTube https://youtu.be/bTgnjqkzNdM…
Search Results for: investing greats
Option Dealer Flows, Inflation and Investing in a Changing World with Cem Karsan
In this episode we are joined by Kai Volatility founder Cem Karsan. Cem has led the way in educating investors about the importance of option dealer flows and the impact…
Beware the Back Test
…ending in 2020, you would likely conclude that value investing is a waste of time and growth investing produces significant outperformance. Looking at 50 years of data (and the past…
Investing in a World of Low Expected Returns with AQR's Antti Ilmanen
…on the topic and has recently released a new book Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least. We discuss the concept of expected returns…
Look For Crumbling Castles Along With Moats
Warren Buffett often used the metaphors of castles and moats when talking about investing, pointing to strong companies (the “castle”) that build “unbreachable moats” by generating high profits and maintaining…