Investment Moats

Is There a Problem with Alternative Asset Managers? What is the Net Effect of Tokenization and Stablecoins on the Big Banks.

I find this interview that Steve Eisman did with Evercore ISI's Glenn Schorr to be illuminating. The Private Credit Panic. ...
Investment Moats

Tencent Music ($TME) – How You can Grow Your Profit 220% when Revenue Stagnates for 4 Years

At a certain point in 2022, you can see some value investors thinking that Tencent Music, which is listed with ticker TME on ...
Investment Moats

If You Don’t Like to Own Expensive Stuff in Your Portfolio, Invest in Value-based Factor Funds Instead.

in my article You Should Diversify Away from Tech if You are a Long Term Investor Confident that A.I will Improving Productivity, I shared how I am getting more indirect questions about what actions ...