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April 29, 2019

  • Politics and profit taking are souring the sentiment towards the healthcare sector

  • Drug transparency legislation is unlikely to affect long-term profitability 

  • “Medicare-for-all” sounds good but is highly unlikely to ever become reality in the US

  • Rec...

April 12, 2019

Investors are frequently reminded that they should only invest “long-term”. The natural question that arises is: why? If you, like us, believe in data and evidence, here’s your answer.

Look at the post-World War II (in our opinion the correct time frame to analyze long-...

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FINANCIAL EDUCATION ESSENTIALS
  1. "Best ideas", R. Cohen, C. Polk, B. Silli, 2010

  2. "How active is your fund manager? A new measure that predicts performance", M. Cremers, A. Petajisto, 2009

  3. "The inefficient stock market", R. Haugen, 2002

  4. "The triumph of the optimists", E. Dimson, P. Marsh, M. Staunton, 2002

  5. "From efficient market theory to behavioral finance", R. Shiller, 2003

 

 

 

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