Investment Research

Cyclicals have long been the most hated and unpopular stocks among both institutional and retail investors. One reason for this is the...

How AI Works For centuries, humans and machines have lived in harmony. Dating back to the development of the wheel which revolutionized...

The jump-scare by Silicon Valley Bank was not a shock for many, short sellers had been calling out SVB and many other lending...

Leverage is one of the most important concepts in investing. Understanding the implications of leverage is crucial if one wishes to become..

Risk is most frequently referred to as the amount of exposure to the potential of unfavorable outcomes from an investment. Naturally,...

In the previous series of whitepapers, we discussed how to survive the bear market through fundamental investing and financial planning....

In the previous whitepaper, we discussed determining the margin of safety of your holdings, which can reduce risk and improve return...

In the previous whitepaper, we discussed calculating the intrinsic value of holdings, allowing investors to make better buy, hold, or...

In the previous article, we discussed the first task for investors to complete to survive under a bear market: identifying high-quality...

All four major index funds have suffered significant losses since 2022. The Russell 2000 Index has dropped 33.2% from its all-time high,...

“People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare...

“Lack of resale inventory combined with strong consumer demand continues to boost single-family home building.” - Chuck Fowke, National...

"The single-most important decision in evaluating a business is pricing power. If you've got the power to raise prices without losing...

"We don't prognosticate macroeconomic factors, we're looking at our companies from a bottom-up perspective on their long-run prospects of...

"If you're in the market, you have to know there's going to be declines." - Peter Lynch Since 1950, the S&P 500 index, which tracks the...

Since the start of the new year, uncertainty and fear from various external factors have sparked a market correction and a rotation of...