Value Stocks, AI and the Intangibles

We look at some of the companies that have moved into the Value index, maybe somewhat surprisingly. We also explore how intangible assets are not always valued correctly, especially under GAAP accounting standards. Finally we discuss how many of the top performing stocks of the last 10 years would have been difficult for value investors to invest in.

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The New Global Order

We explore the four ways that the new global economic order differs from the current order, the four policy priorities for the Trump Administration, the outlook for 2025-2026 and implications for investors.

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Traversing the Equity Style Spectrum

Investors often think about the equity market as being divided into value stocks and growth stocks. We discuss whether this is an effective way to categorize stocks and the instances of stocks moving from one category to another.

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Value Stocks, AI and the Intangibles

July 18, 2025 - 30 min listen
The New Global Order

May 5, 2025 - 25 min read
Traversing the Equity Style Spectrum

May 5, 2025 - 10 min read

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