Avoiding the Interest Rate Assumption Trap 25 May 2023 Rising rates have meaningfully impacted how the market is valuing some businesses. PM Nate Palmer, CFA, CPA, shares how we evaluate businesses in a low-rate environment and the potential pitfalls of interest rate assumptions. Read
Navigating Meme Stock Mania 17 May 2023 Meme stocks have generated headlines and introduced volatility over the last few years. PM Nate Palmer, CFA, CPA, explains how our process for evaluating short positions helps us avoid crowded shorts and stay focused on fundamentals. Watch
Assessing the Value of Technology Companies 4 May 2023 PM Nate Palmer, CFA, CPA, discusses why we consider some technology stocks as value investments despite many viewing them as growth stocks and current headwinds facing tech companies. Watch