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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Business Concentration around the World: 1900-2020 (Becker Friedman Institute)
Around the world, the authors observe prevalent increases in the concentration of sales, net income, and equity…
Update for 2026: Equities Get Tested, and Pass Again! (Aswath Damodaran)
U.S. equities had a good year in 2025, and there are signs of excess in at some parts of the market, especially…
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Explore some of the latest insights into AI's impact on...