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Conversation on Growth Stock with a Legend – David L. Babson –
"Is Growth Stock Investing Effective? Some Guides to Successful Lifetime Investing" is an excellent article on growth stock investment by David L. Babson and Thomas E. Babson. The following virtual conversation between Mr. Babson and BALANSTONE would focus on the...
Conversing with Keynes: A Deep Dive into “The State of Long-Term Expectation”
**BALANSTONE**: Given the stock market's challenges in forming long-term capital investment expectations, what would you say is a successful and differentiated investment strategy for a smart investor? You articulated this issue in The General Theory of Employment,...
On Timing Considerations with Benjamin Graham
BEN GRAHAM'S LIBRARY, 1950s. BALANSTONE AND GRAHAM SIT ACROSS FROM EACH OTHER IN COZY LEATHER ARMCHAIRS. THE SHELVES ARE LINED WITH FINANCIAL TEXTS. BALANSTONE brought an article by Mr. Graham, "Timing Considerations in Investment Policy," in chapter 5 of the...
Dialogue on Time Horizon on the paper by Stanley Fischer
IntroductionWe recently had a chance to find an article on asset allocation, Chapter 40 of The Financial Analysts Handbook second edition, which says asset allocation is universal across time horizons, and this paper is cited as its basis. We developed our...
Persistent Delusion, Henry W. Dunn, 1939
Conversation with Henry W. Dunn Henry W. Dunn: Ah, a new century! How fascinating to see the investment world evolve– yet some themes remain frustratingly persistent. Investment Professional (Sarah Kim): Indeed, Mr. Dunn. It seems human nature desires shortcuts...
What Is Cryptocurrency? Will Crypto Recover? Here’s What You Should Know
What Is Cryptocurrency? Will Crypto Recover? Here's What You Should Know. I have recently had an opportunity to chat with a person about cryptocurrencies. Just to make sure, we do not provide advice on cryptocurrencies. It is not within our practice. However,...
Navigating the Generative AI Revolution in the IT Landscape
Analyst 1: "Have you seen the impact of generative AI technologies lately? OpenAI's ChatGPT is now ranked 20th globally. It's incredible." Analyst 2: "Absolutely. But the real challenge lies in...
Snowflake
Analyst 1: Snowflake's business model strategically aligns with the massive shift towards cloud computing, emphasizing the necessity for cloud-native data warehousing technologies. This approach...
Nvidia Technology Advantage
Analyst A: Starting our discussion on the competitive landscape in AI inference technology, it's clear that sparse network IP is a critical differentiator. NVIDIA has been a pioneer with their developments. How do you view the significance of sparse networks in this...