February 10, 20210CommentsRegulation Will Evict This Firm’s Micro-Bubble ExpectationsGiven the spike in disregard for fundamental risk we continue our micro-bubble winners and losers theme to help investors. by Alex Sword
December 10, 20181CommentsHow Price to Book Misleads InvestorsInvestors that still rely on P/B (including anyone in a value index fund) are in the Danger Zone. by Sam McBride
November 19, 20182CommentsDon’t Get Misled by Return on Equity (ROE)ROE lacks the necessary analytical rigor to support diligent investment decisions. by Kyle Guske II, Senior Investment Analyst, MBA