The Astute Investor
We believe informed investors make better investment decisions, and our Astute Investor newsletter aims to keep you up to date. You’ll find a collection of robust research that informs our approach and articles on prudent investment strategies and topics that can help you invest for the long term.
FAANGs Gone Value, Aug. 2022
Don’t Let Talk of Market Cycles Take You for a Ride, June 2022
Intangibles are Noisier Than You Think, Feb. 2022
Why a Stock Peak Isn’t a Cliff, Jan. 2022
Myth-Busting with Momentum: How to Pursue the Premium, Nov. 2021
History Shows That Stock Gains Can Add Up After Big Declines, June 2021
Expectations Vs. Reality in Value Funds, May 2021
The Next Normal, Apr. 2021
The Right Thing, Not the Easy Thing, Nov. 2020
Is the Stock Market Divorced From Reality?, Sept. 2020
A Tale of Two Decades: Lessons for Long-Term Investors, Sept. 2019
What You Pay, What You Get: Connecting Price and Expected Returns, Jun. 2018
Nine Experts, Four Surprises, and One Million Dollar Bet, Jan. 2018