Introduction Screening has long been a cornerstone of the initial pipeline of invest process, enabling investors to shift through vast datasets to identify potential opportunities based on specific characteristics such as value, momentum, and quality....
Shawn:Hey Julie, I’ve been looking at how people use Free Cash Flow (FCF) in valuations, especially in Discounted Cash Flow (DCF) models and relative multiples, but I’ve realized something important: it’s not just about the FCF figure itself, it’s really about...
Artificial intelligence (AI) has emerged as a significant factor in investment management. The intersection between fundamental investment and machine learning prompts a crucial question: What can each learn from the other? The answer is that each field has...
I have been bearish toward IBM for years. However, throughout 2016, Berkshire Hathaway kept remaining as the largest shareholder of IBM. I have a deep respect for Warren Buffet (as I touched on high conviction investing in this article) and IBM is...
As everyone knows, virtual reality is one of the new UX in the video and technology industry that is anticipated to drive the future. Both Sony and Microsoft have released their schedule of general availability of the new system and the head-mounted display...
