Where to from here after this year’s big rally?
While stock prices of some of the world’s best companies are up a lot this year, they are only just getting back to where they were at the beginning of last year. Don’t be tempted to sell your big tech stocks just yet—this article explains why the recent rally is just the beginning of an extraordinary journey for these companies and their investors.
Short-term versus long-term investing (the pros and cons)
In this insightful article, Chris Demasi discusses the considerations investors should evaluate when deciding between short-term and long-term investment horizons. By examining the source of opportunity, drivers of return, potential for outsized gains, degree of deviation, and portfolio turnover, investors can make informed decisions to maximize their returns while managing risk. Demasi emphasizes the benefits of a long-term approach while acknowledging the value of selectively capitalizing on short-term opportunities.
Customers Don’t Grow on Trees
Firms, at their core, sell products and/or services to customers. Often it costs money to build awareness of the product or service you’re selling, sometimes small sums, sometimes large. It’s useful to think of this through the lens of a metric called customer acquisition cost (CAC). We will look at why this calculation is both […]
