Facebook’s Earnings and an Irrational Market

For decades, hedge funds and value investors like Warren Buffet have been proving the efficient market thesis (EMT) wrong; with higher-than-market returns in almost every year of active investing, these investors have proven that they can beat the market because it is...

Apple’s Maturing and the Future of Technology

At the beginning of 2012, the gravity-defying rise of Apple (AAPL) was the hot topic of analysts on the street, and hopes that the stock could climb higher and higher led plenty of analysts to give an extremely bullish assessment of the stock. Several analysts were...

How to Understand Google

Yesterday Google (GOOG) beat expectations with EPS of $10.65, just 1.5% above expectations but enough to cause the stock to jump above $740 and several analysts to raise their price targets. For instance, Citi analyst Neil Doshi rose the stock’s price target to...

Large-Cap Earnings Hurt New Year Optimism

January 1st and 2nd saw sharp gains in the Dow Jones Industrial Average (.DJI) as investors looked for a protracted U.S. recovery and generally positive macroeconomic trends. Those positive indicators have come throughout January; last week, jobless claims fell to...

Investment Management Interview: Tip #3

The third important thing you need in an investment interview is to say something interesting about a particular stock or other market security. Many interviewees make the mistake of talking about a heavily-covered and much discussed security.  Don’t discuss Apple,...