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Performance Prospectuses and Forms
Performance Dispersion Creates Opportunity
How a decade of underperformance of value vs growth and international vs domestic can create investment opportunity.
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When do Today’s “Story Stocks” become Irrational Investments?
A record number of SP500 stocks are selling for 10X Sales. With that starting valuation, can they ever achieve the leap of earnings and margins required to earn a respectable long-term return?
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How the mistakes hung on the wall of our research department help us to improve investment returns.
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