Beyond the AI bubble narrative (Special Report)
This latest Special Report, created in partnership with Invesco, explores the dominant AI bubble narrative.…
Stock Selection and Analysis
Lead Content
When Quality Isn’t Enough: A Multi-Dimensional Lens for Small Cap (Polen Capital)
What works for large caps may not always work for small caps. In this paper, Polen Capital explores why trusted…
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Detecting Mysticism in Asset Markets (Journal of Economic Dynamics & Control)
The model of endogenous rational bubbles (ERB) uses a weighted replicator dynamic to describe the evolution of…
Stock Valuation and Investor Expectations (Saint Joseph's University)
This entry discusses the uses and limitations of the most prominent stock valuation models when used in the…
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