Countercyclical
All things capital markets, value investing, and technology.
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.
Jamie Catherwood
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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.
William Leiby