IPO

Weekly Update

A Surge in Companies Going Public Reverses Years of Decline


Published July 30, 2021

 

One of the interesting features of the stock market over the past year has been the tremendous rise in companies going public. This is coming after a long period where companies seemed very much to prefer staying in private hands. That sentiment has changed dramatically and pretty quickly, giving investors a plethora of new companies to consider. (more…)

Weekly Update

A Surge in Investment Technology


Published March 19, 2021

These days it seems there is a high level of financial investment activity going on. Witness the recent Congressional hearings about the online-driven mania in Gamestop and other “meme” stocks. We cannot remember a time when individuals trading stocks were brought before Congress. Every week there is a new acronym, new concept, or new purported “bubble” taking shape. We will take this space this week to describe, define, and digest some of the major new areas in the investment world. (more…)

Weekly Update

2020 – a Rollercoaster Ride Ends Well for the Stock Market


Published January 1, 2021

 

Below is a good recap of the year in investing excerpted from the Wall Street Journal. Our model-driven, long-short approach to investing responded well, protecting us from the worst of the market selloff while participating well in the rebound. We appreciate you, our family of subscribers, and wish you a healthy and prosperous 2021! (more…)