Archive

Quality or Value – Why Not Both?

Graham InfingerMay 6, 2024

Inflation Revisited

Graham InfingerApril 29, 2024

Japan's Stealth Profit Boom

Graham InfingerApril 22, 2024

The Missing Billionaires

Graham InfingerApril 15, 2024

Market Share & Profitability

Graham InfingerApril 1, 2024

Verdad Interviews

Graham InfingerMarch 25, 2024

2023 Private Equity Fundamentals

Graham InfingerMarch 18, 2024

Sclerotic Small Caps?

Graham InfingerMarch 11, 2024

A Momentum Crash Course

Graham InfingerMarch 4, 2024

Rule, Britannia!

Graham InfingerFebruary 26, 2024

Japan's Orphans

Graham InfingerFebruary 20, 2024

Yield Is Not Return

Graham InfingerFebruary 12, 2024

Valuing Japan's Reform

Graham InfingerJanuary 29, 2024

What does a yield buy?

Graham InfingerJanuary 22, 2024

Regional Growth & Equity Returns

Graham InfingerJanuary 16, 2024

Costly Shorts

Graham InfingerJanuary 8, 2024

The Biotech Boneyard

Graham InfingerJanuary 2, 2024

The Persistence of Value & Growth

Graham InfingerDecember 18, 2023

The Dispersion Delusion

Graham InfingerDecember 11, 2023

The Quality of New Entrants

Graham InfingerDecember 4, 2023