Please use the following link to access our "Short Shrift" newsletter for Q4 of 2023, with updates on our research coverage.
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Recent Posts
- An Update on Antrim Investment Research: More Wood to Chop
December 31st, 2019 seems a disproportionately long time ago. When David McCullough and Ken Burns finally get together to decide just exactly what happened over the past six months,…
- Access your “Wise Mind”: The Lessons of Dialectical Behavioral Therapy Applied to Investment Management
If you are wondering what mental health theory and practice have to do with investment management, you’ve probably never managed client assets. I’ve spent nearly 11 years on the…
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In Chapter 8 of his book, One Up on Wall Street, Peter Lynch imagines a company with all of the characteristics that make for a perfect stock. Some of…
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Investors simply love to group stocks and companies together. By industry, by sector, by market cap (large, small, mega, mid, or even micro), and most insidiously, by style. Anyone…