The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How...
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This week, we speak with Ricky Sandler, the chief investment officer and the founder of Eminence Capital. Today, Eminence...
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My keynote at the Greater Kansas City FPA Symposium 2024 is above. They are a great group of people, and very motivated to serve...
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At The Money: At the Money: Learning Lifecycles of Companies. (August 21, 2024) The Magnificent Seven, the Nifty Fifty,...
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The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management, is below. You can stream and download our...
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Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How ‘Deepfake Elon Musk’ Became the...
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The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The...
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This week, we speak with Mike Green, portfolio manager and chief strategist for Simplify Asset Management Inc. He...
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I have been a consistent critic of survey “data” and polling, along with traditional measures of sentiment. There are...
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At the Money: Investing With Personal Values with Ari Rosenbaum, O’Shaughnessy Asset Management (Nov 1, 2023) The term...
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