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The Hidden Risk in “Religion” Stocks

The Hidden Risk in “Religion” Stocks

By Vitaliy Katsenelson, CFA

March 22, 2004

A basic property of religion is that the believer takes a leap of faith: to believe without expecting proof. Often you find this property of religion in other, unexpected places – for example, in the stock market. It takes a while for a company to develop a “religious” following: only [...]

March 22 2004 | Posted in Stock Analysis | Read More »

Attitude is Everything

Attitude is Everything

March 4, 2004 – TheStreet.com: Street Insight
 
Paraphrasing Yogi Berra, investment is 90% mental — the other half is skill. The right emotional state of mind is critical since investing is not an exact science. An ability to make rational decisions under uncertainty with incomplete information is what investing is all about.
 

Our investment process [...]

March 4 2004 | Posted in Stock Analysis | Read More »