Insights

We have compiled a few interesting graphs covering the second quarter. You can download the presentation here. Reach out to us if you have any questions.

While the market has been in a twilight zone for the past year, many investors have been lost between loss-generating companies defying gravity and IPOs commending higher prices. Most importantly, many seem to have forgotten about investing’s fundamental...

Two weeks ago, Barron’s released an in-depth analysis on Facebook[1]. It covered its main lines of business as well as made the case for FB being undervalued. We agree with most of their points, but we have noticed that the analyst community fails to...

Last couple of weeks in the markets bordering on lunacy. Certain securities (GameStop (GME), AMC, Nokia (NOK)) defied gravity and posted triple-digit upward movements. On this blog post we explain why investing in such hot names is fool’s gold. While...

A thought experiment Let’s assume as an investor you had a choice between investing in two companies. A and B are identical companies operating in a duopoly with equal market share. Every year, each of them generates $100 in profit. While company A decides...

Investing in your home stock market where the currency is the same as your assets, where you can follow in local media, where you are most likely to have a chance to meet senior management, etc. are all normal reasons why all investors have what is called...