Some are merely small, while others operate in obscure markets.
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February 19, 2019
Investors may want to think about making a major, philosophical shift, with the possibility of a global economic headwind on the horizon.
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January 29, 2019
When you buy a stock, you’re saying, I’m smarter than the market – that the collective wisdom of crowds has not realized that this stock has opportunity.
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December 28, 2018
MA is also seeing positive trends in their positioning in Asia Pacific, and domestically.
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December 22, 2018
GME is a company that’s easy to dislike, since it’s a challenging business.
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November 26, 2018
Southwest is not the best in class company amongst their peers.
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October 16, 2018
On an as-reported basis GM still looks like a middling company with a weak 3 percent return on assets, and (GAAP EPS) that was 22 cents last year, down from $6 the prior year.
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October 5, 2018
The biggest reason why investors are flocking to US equities is because of the strong fundamentals that are driving U.S. equities versus other markets.
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October 2, 2018
GAAP accounting statements do not sufficiently highlight how strong NVDA’s performance has been the past three years.
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September 18, 2018
The reason GILD has had such strong returns historically is they effectively own the treatment market for HIV and for hepatitis and other liver diseases.
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June 29, 2018
Joel Litman, President & CEO of Valens Research, joins to the show to discuss the disruption in the real estate market and who’s taking advantage of the opportunities.
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June 22, 2018
While disruption exists all around, innovation goes beyond increasing a company’s bottomline—there is a bigger, more meaningful goal as organizations respond to disruption.
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June 20, 2018
The market appears to have ample more room to run in this bull market.
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May 15, 2018
Litman talks value as equity markets remain elevated amid recent volatility.
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December 12, 2017
The confidence markers are strong for most large companies.
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October 12, 2017
GAAP and IFRS have let investors down for decades. Global comparisons of business performance and valuations under GAAP and IFRS are now impossible. GAAP’s wide range of inconsistent accounting policies makes even peer analysis of EPS and P/Es misguided and flawed.
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