Why European Stocks Might Win

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Faith

The importance of "faith" when diagnosing investor behavior, including our own.

Behavioral Finance

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Drew Chats with Matt Zeigler at The Intentional Investor and Epsilon Theory YouTube Channel

In the importance of culture, critique, and civility; and the impact some pretty impressive folks had on yours truly.

Behavioral Finance

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The Analyst's Code

There is no holy grail of investing, but there is a recipe for getting close...

Portfolio Management

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Mean Reversion, or Extreme Aversion?

Why have US markets become more expensive than European ones? The answer will surprise you.

Factors

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Volkswagen and Porsche SE are stuck in Wall Street’s pits. Stock investors, start your engines.

In our view, Porsche SE, with a recent 14 billion euro market cap (and trading over €40 billion a day), is one of the most underpriced, liquid, listed assets available to investors.

Passive vs Active