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Transcript: Charley Ellis on Rethinking Investing

The Big Picture

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

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₹72.7 Lakh Cr CAPEX: Stocks to watch as India gears up for massive investment boom

Trade Brains

India’s corporate landscape is entering its most significant phase of capital investment in over ten years, with companies preparing to nearly double their spending over the next five years, according to S&P Global Ratings. Additionally, investments in airport infrastructure could reach Rs. 26,000 crore, increasing to Rs.

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March Madness: Final Four Investing Bracket 2025

Dear Mr. Market

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Who will be this years champion? Lets break it down ( click here to see the full bracket).

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Stocks with orderbook higher than market capitalization to keep on your radar

Trade Brains

This article explores firms with significant order books relative to their market capitalization, offering insights into their business performance and investment potential. The portfolio includes diverse projects like the Karnal-Munak Road and Varanasi-Ranchi Kolkata Highway. Investing in equities poses a risk of financial losses.

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Five Top Twin Momentum Stocks

Validea

The Twin Momentum strategy, based on research by Dashan Huang and his colleagues, represents an innovative approach to momentum investing that combines both fundamental and price momentum factors. HOWMET AEROSPACE (HWM ) Score: 100% This aerospace and transportation industry supplier demonstrates exceptional twin momentum characteristics.

Food 52
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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

And the firm is really a very interesting mix of quantitative value-based and factor-based investing. 00:01:42 [Speaker Changed] The career plan originally was urban development and transportation. So that was my first career, was working with various bus and transportation companies to improve the quality of life in the cities.

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How Inflation Can Impact Your Retirement Plan – What You Must Know Now!

Trade Brains

That’s where everyday costs—like housing and transport are rising, squeezing retirees. Real Returns: The True Metric If your investments deliver 8% nominal annual returns , with 2.8% To stay ahead, you need: A well-diversified portfolio including equities, linkers, real assets, gold. CPI, your real return is ~5.2%. real return.