OUTPERFORM

Articles | BALASTONE

 

 

What research has BALANSTONE done?

 

Articles of now and then that tell what we have thought through and done to outperform as well as how carefully distant we were from the crowds fundamentally.

 

From the big picture to the in-depth company analysis.

2020 Stock Market Crash | A Letter, March 26, 2020

2020 Stock Market Crash | A Letter, March 26, 2020

During the 2020 stock market crash, we let clients know what we thought, asking to keep calm and distant from the market dynamics. The highest priority is not to get caught by the rise in perceived ambiguity due to the significant movement of the market price. It was...

AI in Investment Management

AI in Investment Management

  AI in investment management is approaching? What can a fundamental investment manager learn from machine learning? On the contrary, what can a data scientist learn from the fundamental investment? For both, plenty, it turns out. For the past years, BALANSTONE...

Warren Buffett and IBM

Warren Buffett and IBM

      I have been bearish toward IBM for years. However, throughout 2016, Berkshire Hathaway kept remaining as the largest shareholder of IBM. I have a deep respect for Warren Buffet (as I touched on high conviction investing in this article) and IBM is...

What Is Driving The Stock Market

What Is Driving The Stock Market

We share our perspectives and present five long term historical charts including return on invested capital using Russell 3000, which is made of 3000 large US companies, as determined by market capitalization. This portfolio of securities represents approximately 98%...

Investment Style and Composition of Total Return

Investment Style and Composition of Total Return

 Investment style started to get attention in the mid-90s, and it was used to classify managers' bias by the groups of type of strategic focus. The typical styles include "value vs. growth", "domestic vs. international", and "large-cap vs. small-mid cap". Since then,...

High Conviction Investing

High Conviction Investing

Todd: How are you doing, Roger? Do you have time for a chat?  Roger: Yes, of course. Found a new idea and discuss it together?   T: No, since I am new here, I was told to report a concentrated portfolio with a high conviction investing approach. I have read various...

Why Equity Research

Why Equity Research

       We are developing a new fundamental investment support framework to make a shortlist of in-depth research candidates. But why equity research? Because it is quite beneficial for professional practitioners of fundamental investing. This framework...

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