2024 - Awesome Goat

2024

Dec 16, 2024 Persistent Alpha Dec 16, 2024
Dec 9, 2024 The Humble Investor Dec 9, 2024
Dec 2, 2024 Thank You Dec 2, 2024
Nov 18, 2024 Shorting Credit Nov 18, 2024
Nov 12, 2024 Short-Term vs. Long-Term Forecasts Nov 12, 2024
Nov 4, 2024 Bloated Balance Sheets in Japan Nov 4, 2024
Oct 28, 2024 Industry Is Not Destiny Oct 28, 2024
Oct 21, 2024 The Small Cap Amplifier Oct 21, 2024
Oct 15, 2024 Buybacks for US, Dividends for EU Oct 15, 2024
Oct 7, 2024 Human Error Is Predictable Oct 7, 2024
Sep 30, 2024 Rate Cuts: Bonds Back in Play? Sep 30, 2024
Sep 23, 2024 Sep 23, 2024
Sep 16, 2024 Forecastability and Portfolio Optimization Sep 16, 2024
Sep 9, 2024 Diversifying Equity Portfolios Sep 9, 2024
Sep 3, 2024 The Great Rotation Sep 3, 2024
Aug 19, 2024 Activism at Scale in Japan Aug 19, 2024
Jun 17, 2024 The Penny Stock Anomaly Jun 17, 2024
Jun 10, 2024 A Changing Yield Curve Signal Jun 10, 2024
Jun 3, 2024 Meme Stonks Revisited Jun 3, 2024
May 28, 2024 Where the Value Investing Strategy Still Works May 28, 2024
May 20, 2024 The Gold Rally May 20, 2024
May 13, 2024 Sizing Private Equity Allocations May 13, 2024
May 6, 2024 Quality or Value – Why Not Both? May 6, 2024
Apr 29, 2024 Inflation Revisited Apr 29, 2024
Apr 22, 2024 Japan's Stealth Profit Boom Apr 22, 2024
Apr 15, 2024 The Missing Billionaires Apr 15, 2024
Apr 1, 2024 Market Share & Profitability Apr 1, 2024
Mar 25, 2024 Verdad Interviews Mar 25, 2024
Mar 18, 2024 2023 Private Equity Fundamentals Mar 18, 2024
Mar 11, 2024 Sclerotic Small Caps? Mar 11, 2024
Mar 4, 2024 A Momentum Crash Course Mar 4, 2024
Feb 26, 2024 Rule, Britannia! Feb 26, 2024
Feb 20, 2024 Japan's Orphans Feb 20, 2024
Feb 12, 2024 Yield Is Not Return Feb 12, 2024
Jan 29, 2024 Valuing Japan's Reform Jan 29, 2024
Jan 22, 2024 What does a yield buy? Jan 22, 2024
Jan 16, 2024 Regional Growth & Equity Returns Jan 16, 2024
Jan 8, 2024 Costly Shorts Jan 8, 2024
Jan 2, 2024 The Biotech Boneyard Jan 2, 2024