Our economy is changing. Gone are the days where the biggest companies require substantial physical assets to operate and grow their businesses. Most of the companies that dominate our economy…
Tag: Intangible Assets
Are Intangibles to Blame for Value’s Pain?
A recent CFA Institute article debates the notion that the value factor’s long stretch of poor performance is due primarily to the increase in the percentage of intangible assets as…
The Assets We Can’t See
By Jack Forehand, CFA (@practicalquant) There has been a major change in our economy going on for a long time now. The days where the largest firms make physical things…
Monopolies, Intangible Assets and the Disruptive Economy with Kai Wu of Sparkline Capital (Ep. 53)
Our economy is changing. The largest, most successful companies in the world no longer require substantial tangible assets to operate their businesses. The businesses that are disrupting our world and…
Capitalism is Ruling Without Capital
The stock market is “increasingly populated by intangible companies,” according to a recent article in Bloomberg that discusses the trend’s implications. “Some 40% of public stocks quoted in the U.S.…