Countercyclical
All things capital markets, value investing, and technology.
Thriving in the career of professional investment research demands staying ahead of the curve not only in terms of financial data and news, but in one's ability to perform extensive research and make high-quality allocation decisions.
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A History and Evolution of Value Investing
Disciplined value investors have shared a core ethos for centuries: buy quality assets at discounted valuations. The methods employed to reach this objective have evolved, but the strategy remains the same as the first value fund in 1779.
The Impact of Vertical Enterprise Software on Financial Markets
Being propagated from the world of engineering straight into the realm of finance has made me recognize something rather enjoyable - the continued rise of Vertical Software as a Service (SaaS) in the enterprise sector is causing significant elevations, not only within corporate structures but also in the broader context of capital and financial markets.