Analysis

Research analysis relies on our trust. Among the many factors we consider as fundamental investors are assessments of a company’s strategy, products, supply chain, employees, financing, operating environment, competition, management,…

Economic theory holds that absent monopoly powers and barriers to entry, every firm’s competitive advantage in an industry will diminish and its profits fall to zero over time. While this…

Technical analysis — trading based on the chart patterns of stocks — has always been a hotly debated investing tactic. While fundamental analysts may decry it as junk science, to this…

Investors across the globe use the Sharpe Ratio, among other risk-adjusted metrics, to compare the performance of mutual fund and hedge fund managers as well as asset classes and individual…

Daniel Kahneman earned the Nobel prize in economics for his research on prospect theory. His scholarship helped demonstrate how behavioral finance — and by extension, sentiment analysis — can improve…