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Kellog’s Long Or Short?
In addition to the reading links below, I follow a couple of funds for my stock research and ideas. One is Prescience Point Capital. The other is Kerris.....»»
Research links: changing market equilibria
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at... Resea.....»»
Research links: crowdsourced bias soup
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns......»»
Research links: bond laddering
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including some thoughts on... Private equityWhat happens when you 'de-smooth' private equity r.....»»
Research links: one macro indicator
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a look at... Quant stuffA.....»»
Research links: a sin stock factor
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a look at... ResearchWhat it takes to rescue the value premium from irrelevance. (alphaarchitect.com)Can anything be.....»»
ACM Research price target lowered to $110 from $130 at Roth Capital
See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»
Research links: a marketing trick
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a look at... Research roun.....»»
Alexandria Real Estate Equities adds to collection of buildings in Palo Alto"s Stanford Research Park
A company that's been attracting tenants to its biotech campus in San Carlos and co-developing a new lab building in South San Francisco is back to doing something it's done frequently: purchase buildings in Palo Alto......»»
ACR 1Q21 Commentary: A Few Reflections On Risk
Alpine Capital Research commentary for the first .....»»
Research links: the average stock
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a look at... Hedge fundsT.....»»
Research links: scarce edges
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a look at... AnalystsWhy an.....»»
Research links: thematic disappointments
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a look at... Institutional managementRichard Ennis thinks institutional investors are doing it all wrong. (papers.....»»
Spruce Point Issues “Strong Sell” Opinion On Porch Group
Spruce Point Capital Management, LLC (“Spruce Point” or “we” or “us”), a New York-based investment management firm that focuses on forensic research and short-selling.....»»
Research links: getting comfortable with momentum
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a look at... Hedge fundsMore evidence demonstrating that diverse teams generate hedge fund alpha. (insti.....»»
Research links: a fair worry
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a look at... Replication crisisIs there a replication crisis in finance? Yes and no. (.....»»
Thursday links: understanding your game
MarketsPutting into perspective just how crazy the past year has been in markets. (john-street-capital.medium.com)How 54 markets have performed since the pandemic low a year a.....»»
Podcast links: capital allocators
Fridays are all about podcast links here at Abnormal Returns. You can check out last week’s lin.....»»