Archive

株主価値最大化の鍵はバランスシートの適正化にあり

Graham InfingerMarch 3, 2025

Unlocking Shareholder Value in Japanese Balance Sheets

Graham InfingerMarch 3, 2025

Skewness and Kurtosis

Graham InfingerFebruary 24, 2025

On Foreign Exchange

Graham InfingerFebruary 18, 2025

AI and the Mag 7

Graham InfingerFebruary 10, 2025

The Humble Investor (publication day)

Graham InfingerFebruary 4, 2025

US Exceptionalism and Changes Abroad

Graham InfingerFebruary 3, 2025

Explaining International Valuations

Graham InfingerJanuary 27, 2025

The Accuracy and Importance of Growth Guidance (Part II)

Graham InfingerJanuary 21, 2025

2024 in Factors

Graham InfingerJanuary 13, 2025

The Accuracy and Importance of Growth Guidance

Graham InfingerJanuary 6, 2025

Persistent Alpha

Graham InfingerDecember 16, 2024

The Humble Investor

Graham InfingerDecember 9, 2024

Thank You

Graham InfingerDecember 2, 2024

Shorting Credit

Graham InfingerNovember 18, 2024

Short-Term vs. Long-Term Forecasts

Graham InfingerNovember 12, 2024

Bloated Balance Sheets in Japan

Graham InfingerNovember 4, 2024

Industry Is Not Destiny

Graham InfingerOctober 28, 2024

The Small Cap Amplifier

Graham InfingerOctober 21, 2024

Buybacks for US, Dividends for EU

Graham InfingerOctober 15, 2024