So You Want to Compound Capital… But Can You Avoid “Torpedoes”?
As investors, we all seek it and want to benefit from it: the power of compounding. Albert Einstein is said to have For more great content, visit BeyondProxy
View ArticleBanks Are Black Boxes (Or Are They?)
“It’s very much what I call now the pig in the python. You have to look at their liabilities. So you have For more great content, visit BeyondProxy
View ArticleThoughts on Portfolio Construction
Historically, we have made the most investment mistakes in allocation (i.e., over or under-sizing portfolio positions). For example, when we over-allocate a For more great content, visit BeyondProxy
View ArticlePortfolio Asset Allocation Considerations
Debt Remains Cheaper than Equity Financing – Investment Grade (“IG”) Should Be Levering Up As the cost of equity remains high relative For more great content, visit BeyondProxy
View ArticleHoward Marks to Keynote Best Ideas 2015
Howard Marks, Co-Chairman of Oaktree Capital Management, is not only one of the world’s greatest investors but has also been one of the For more great content, visit BeyondProxy
View ArticleIdentifying Key Investment Drivers: The Value of a Customer Perspective
In the business of making investment decisions, is there such a thing as doing too much research? While the answers... For more great content, visit BeyondProxy
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