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Timely investment themes informed by deep historical research

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Snake Oil and Low Volatility Investing

April 04, 2016 by Ehren Stanhope

What do snake oil and low volatility investing have in common? In a series of posts, I'll take a look at the low volatility phenomenon. In this fist post, I look at low volatility investing from a historical perspective.

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April 04, 2016 /Ehren Stanhope
factors, volatility

Out Over Your Skis: How to Identify a Growth Trap

March 13, 2016 by Ehren Stanhope

One of the most common factors I get asked about in my travels is Sales Growth. One would think that investing in companies with massively growing sales is a great idea. Maybe they just signed a huge contract, or that new product toy was a holiday favorite. Unfortunately, companies whose sales are growing the fastest tend to be about as likely to succeed as this inexperienced skier circa 2004.

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March 13, 2016 /Ehren Stanhope
profit margins, sales growth, factors, s&p 500

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