Wednesday, September 17, 2025
Book Review: Financial Statement Analysis for Value Investing
Financial Statement Analysis for Value Investing. 2025. Stephen Penman and Peter Pope. Columbia University Press. The discipline of value investing...
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Search Funds: A Strategic Investment in Underserved Markets
Investors seeking to diversify their holdings away from traditional private equity may want to look at search funds. Although these...
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AI in Investment Management: 5 Lessons From the Front Lines
The investment management industry stands at a pivotal juncture, where artificial intelligence (AI) is reshaping many traditional processes and decision-making...
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Maladapted Industries: The Risk of Artificial Selection by the State
What happens when an industry survives not by producing products consumers desire, but by producing products governments desire? You get...
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Private Credit’s Surge Has Investors Excited and Regulators Concerned
Private credit has rapidly evolved from a niche asset class into a dominant force in the global lending ecosystem, now...
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Contract Cancellations Climb as Sellers Ready to Cut Deals
Is the housing market finally tipping in favor of buyers? This week on On the Market, Dave Meyer is joined...
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