Here is Where We Call BS
We read random academic papers. We are innately wary of any sentence that starts with “Our model says. ” We prefer literature without quadratic formulas.
Jeffrey Bronchick, CFA
April 9, 2019
We read random academic papers. We are innately wary of any sentence that starts with “Our model says. ” We prefer literature without quadratic formulas.
Written by Dean Pagonis Mistakes are a key part of life. People who develop wisdom make a large number of mistakes, but they mitigate the
Culled from the 2018 Markel Letter to Shareholders. Right Owners The first idea is that of the “Right Owners.” As your management team, we want
“In the modern corporate sphere the desire to make profits, however, has been replaced with the desire to achieve growth at any cost. Often this
Very few things trigger CSC as a collective as the idea of the ‘adjusted’ quarterly/annual performance metric. While it has become very common and an
The ever-eloquent and ever-right gentleman from Spain. Very much a worthy education. On Boards of Directors: Power, Reality, Incentives and Value Creation – Fernando del
If you have traipsed through a CFA program, you probably remember Mr. Damodaran, who co-wrote any number of books on valuation. And if I didn’t
From an Interview with Chad Myhre, Portfolio Manager, Public School & Education Employee Retirement Systems of Missouri: CIO: What’s the most challenging? Myhre: One of
New CEO Larry Culp on the Q4 GE earnings call: Number one is managing first and foremost for operational performance. Preparing for the earnings call,
So you might have noticed a few articles around the web in regard to AI/data mining/quantitative finance/etc. While we remain irrevocably wedded to the premise
Click here for Ben Claremon’s presentation on Axalta. This report is published for information purposes only. You should not consider the information a recommendation to
