(Source -Pexels/Bruce Mars). Not only does VR draw too much investor attention. It also represents the false-reality that many investors create. If you want to avoid losing your shirt, you must avoid major behavioral investing biases. If you want to beat the…
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Month: October 2019
Glamour Zooming Down
Introduction Kenneth French is the second half of the famous “Fama-French” pair (Fama recently won the Nobel price along with behavioral economist Shiller). The two have produced a number of widely read papers dealing with equity returns and factors and are …
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STMicro Building Credibility Ahead Of A Major Ramp
I wouldnt call STMicroelectronics (STM) third quarter perfect, but it was good and not nearly as disappointing as Texas Instruments (TXN) update. More important, I think, is that this quarter helps build management credibility (as they guided to a stronger se…
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The $1 Billion Short Burn Of The Century
Elon Musk defied critics this week, delivering a surprise profit in the third quarter for Tesla. After several quarters of major losses, and mountains of debt, Tesla swung back to profitability in the quarter. Deliveries of the much-maligned but highly-popul…
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After 40-Year Losing Streak, Fuel-Cell Maker Shares Are Soaring
(Bloomberg) — Canadian hydrogen fuel-cell pioneer Ballard Power Systems Inc. has hung on for four decades without posting a profit, waging a battle far head of its time against the combustion engine. It says its moment may finally be arriving. Fuel-cell an…
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