Investment Research

Understanding Leverage: Benefits, Types, Risks & Asymmetry

Leverage is one of the most important concepts in investing. Understanding the implications of leverage is crucial if one wishes to become..

All About Risk: Why is it often Misunderstood?

Risk is most frequently referred to as the amount of exposure to the potential of unfavorable outcomes from an investment. Naturally,...

Crypto: Tulip Mania all over again?

In the previous series of whitepapers, we discussed how to survive the bear market through fundamental investing and financial planning....

Surviving The Bear Market: Planning with Financial Advisor

In the previous whitepaper, we discussed determining the margin of safety of your holdings, which can reduce risk and improve return...

Surviving the Bear Market: Why "Margin of Safety" Is The Most Important Thing In Investing

In the previous whitepaper, we discussed calculating the intrinsic value of holdings, allowing investors to make better buy, hold, or...

Surviving The Bear Market: What Is The Intrinsic Value of Your Investments

In the previous article, we discussed the first task for investors to complete to survive under a bear market: identifying high-quality...

Surviving The Bear Market

All four major index funds have suffered significant losses since 2022. The Russell 2000 Index has dropped 33.2% from its all-time high,...

Don't Sell In May and Go Away: Why You Should ONLY Think Long Term About Your Investments

“People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare...