2025 - Awesome Goat

2025

Dec 15, 2025 Peer Momentum Dec 15, 2025
Dec 8, 2025 The Price of Borrow Dec 8, 2025
Dec 1, 2025 Investing for Growth Dec 1, 2025
Nov 17, 2025 Thank You Nov 17, 2025
Nov 10, 2025 How to Capture Japan's Value Unlock Nov 10, 2025
Nov 3, 2025 Currency Valuations Nov 3, 2025
Oct 27, 2025 The Rise of Alternatives Oct 27, 2025
Oct 20, 2025 The Challenge of Diversification Oct 20, 2025
Oct 14, 2025 Opposing Ideas Oct 14, 2025
Oct 6, 2025 Where Factors Speak Loudest Oct 6, 2025
Sep 29, 2025 Verdad Media Roundup Sep 29, 2025
Sep 22, 2025 Japan's Rally Meets Shareholder Activism Sep 22, 2025
Sep 15, 2025 Total Concentration Sep 15, 2025
Sep 8, 2025 Capex Cycles Sep 8, 2025
Sep 2, 2025 Europe’s Small-Cap Golden Age Sep 2, 2025
Aug 11, 2025 The Illiquidity Premium Aug 11, 2025
Aug 4, 2025 Resurgent International Value Aug 4, 2025
Jul 28, 2025 Factors: The Good and the Bad Jul 28, 2025
Jul 22, 2025 When Private Funds Are Publicly Traded Jul 22, 2025
Jul 21, 2025 Japan's Dividend & Buyback Surge Jul 21, 2025
Jul 14, 2025 When Private Funds Are Publicly Traded Jul 14, 2025
Jul 9, 2025 The Institutional Cost Mirage Jul 9, 2025
Jul 7, 2025 Making the Most of Market Volatility Jul 7, 2025
Jun 30, 2025 2024 Private Equity Fundamentals Jun 30, 2025
Jun 23, 2025 The Real Estate Drag on Corporate Japan Jun 23, 2025
Jun 16, 2025 Rethinking FX Carry Jun 16, 2025
Jun 9, 2025 The Institutional Cost Mirage Jun 9, 2025
Jun 2, 2025 Is Private Equity Becoming a Money Trap? Jun 2, 2025
May 27, 2025 Is South Korea the next Japan? May 27, 2025
May 19, 2025 Innovation and Stock Market Bubbles May 19, 2025
May 12, 2025 From Theory to Practice: Capital Allocation in Japan May 12, 2025
May 5, 2025 Got Diversification? May 5, 2025
Apr 28, 2025 The Great European Rotation Apr 28, 2025
Apr 22, 2025 Diverging Destinies in Corporate Japan Apr 22, 2025
Apr 14, 2025 A Historical Analysis of Tariffs Apr 14, 2025
Apr 7, 2025 Overweight the Mag-7? Apr 7, 2025
Mar 31, 2025 The Acquirer: Hiroshi Nojima, Nojima Corporation Mar 31, 2025
Mar 24, 2025 Verdad News Roundup Mar 24, 2025
Mar 17, 2025 Navigating Turbulence Mar 17, 2025
Mar 10, 2025 Has Private Credit Broken the High-Yield Spread Signal? Mar 10, 2025
Mar 3, 2025 株主価値最大化の鍵はバランスシートの適正化にあり Mar 3, 2025
Mar 3, 2025 Unlocking Shareholder Value in Japanese Balance Sheets Mar 3, 2025
Feb 24, 2025 Skewness and Kurtosis Feb 24, 2025
Feb 18, 2025 On Foreign Exchange Feb 18, 2025
Feb 10, 2025 AI and the Mag 7 Feb 10, 2025
Feb 4, 2025 The Humble Investor (publication day) Feb 4, 2025
Feb 3, 2025 US Exceptionalism and Changes Abroad Feb 3, 2025
Jan 27, 2025 Explaining International Valuations Jan 27, 2025
Jan 21, 2025 The Accuracy and Importance of Growth Guidance (Part II) Jan 21, 2025
Jan 13, 2025 2024 in Factors Jan 13, 2025
Jan 6, 2025 The Accuracy and Importance of Growth Guidance Jan 6, 2025