Alpha Architect

MARCH 8, 2024

Investors are best served to avoid investments with lottery-like distributions. That’s another example of why retail investors are called “dumb money.” Betting on a Short Squeeze as Investment Strategy was originally published at Alpha Architect. Forewarned is forearmed.

Investing 93

Investing Investments Distribution Retail 93

Trade Brains

SEPTEMBER 13, 2023

Mukesh Ambani Investment in Startups : Reliance Industries, the most valuable corporation in India based on market value, is being managed by Mukesh Ambani as chairman and managing director. RIL invested approximately Rs 1340 crore and purchased a 73% stake in 2018. The company has sold an 89% stake to Reliance Retail.

Startup 105

Startup Investing Investments Retail 105

Abnormal Returns

MARCH 11, 2024

om.co) Why do investment banks love having co-heads of divisions? ft.com) Retail Why retailers aren't talking about theft as much this year. (wsj.com) Microstrategy ($MSTR) keeps buying more Bitcoin. barrons.com) Finance A Reddit IPO is on deck. axios.com) On the end of SVB a year later. npr.org) Is this the future of malls?

Retail 219

Retail Media Banking Assets 219

Abnormal Returns

AUGUST 22, 2023

ft.com) Behavior Longer trading hours are not a good thing for retail traders. (morningstar.com) Private equity Listed private equity performance is nothing special. alphaarchitect.com) An introduction to private credit. papers.ssrn.com) How shopping in the grocery store is different than shopping online.

Investing 130

Investing Investments Retail Management 130

Alpha Architect

JULY 28, 2023

Conditioning anomalies using retail attention metrics was originally published at Alpha Architect. We also apply these groupings to proprietary ExtractAlpha stock selection signals. Please read the Alpha Architect disclosures at your convenience.

Retail 69

Retail Investing Investments 69

Advisor Perspectives

FEBRUARY 29, 2024

After a decade in the wilderness, value investing roared back to life in 2022, led by long-forsaken sectors such as energy, industrials and even certain retailers. Many portfolios had either intentionally or unintentionally migrated heavily towards “growth at any price” exposures and were caught wrong-footed that year.

Investing 52

Investing Investments Retail Portfolio 52

Fortune Financial

APRIL 22, 2023

“Many prefer to invest in a high-growth industry, where there’s a lot of sound and fury. I prefer to invest in a low-growth industry like plastic knives and forks, but only if I can’t find a no-growth industry like funerals. This gives you the leeway to continue to grow [and] to gain market share[.]”

Retail 52

Retail Sales Financial Advisor Economics 52

Abnormal Returns

MARCH 5, 2024

sparklinecapital.com) Options How retail traders use options. papers.ssrn.com) Equity funds haven't gotten a boost by investing in venture capital deals. alphaarchitect.com) The 2024 UBS Global Investment Returns Yearbook is here! (quantpedia.com) How to use factors to build a crypto portfolio.

Retail 219

Retail Portfolio Investing Investments 219

Abnormal Returns

MARCH 12, 2024

linkedin.com) Why do private equity firms allow co-investment? mrzepczynski.blogspot.com) How retail investors help drive post-earnings drift. Private equity How has private equity performed outside the U.S.? alphaarchitect.com) On the growing importance of private equity secondary transactions.

Retail 229

Retail Management Investing Investments 229

Abnormal Returns

APRIL 15, 2024

mrzepczynski.blogspot.com) Don't let one mistake keep your from investing over the long run. calculatedriskblog.com) Real retail spending is trending higher. Strategy Even the best investors make big mistakes. bestinterest.blog) Big winners require patience. ft.com) Goldman Sachs ($GS) traders had a good Q1 2024.

Financial Advising 171

Financial Advising Risk Management Media Retail 171

Nerd's Eye View

JANUARY 31, 2023

Ali is a Partner and the Managing Director for Waldron Private Wealth, a multi-family office based in Bridgeville, Pennsylvania that oversees nearly $3 billion in assets under management for 280 ultra-high-net-worth family households.

Retail 202

Retail Clients Financial Advisor Recruitment 202

Wealth Management

MARCH 13, 2023

A rising number of investment platforms, asset managers and sponsors are tapping into retail investor appetite for private real estate assets.

Investing 97

Investing Investments Retail Assets 97

Advisor Perspectives

MARCH 26, 2024

Ask investors, likely both professional and retail, what individual stock they most readily associated with artificial intelligence (AI).

Retail 94

Retail Investing Investments 94

Abnormal Returns

FEBRUARY 26, 2024

riabiz.com) Alts How to talk to your clients about alternative investments. morningstar.com) Alts managers are gearing up to get in front of retail investors. (riaintel.com) How XYPN's new corporate RIA, Sapphire, will roll out. investmentnews.com) Fintech Some highlights from the 2024 T3 Conference.

Wealth Management 255

Wealth Management Financial Services Retail Insurance 255

Abnormal Returns

DECEMBER 12, 2023

elmwealth.com) The case against the lifecycle model of investing. papers.ssrn.com) There seems to be a return premium to investing in polluting companies. alphaarchitect.com) The results are not great for retail option trading returns. (papers.ssrn.com) Research What does the 'risk matters hypothesis' say?

Portfolio Management 215

Portfolio Management Retail Assets Portfolio 215

Trade Brains

JANUARY 2, 2024

Alternative Investment Fund : Are you one of those investors looking for options beyond traditional investments like mutual funds, stocks, cash, or bonds? If so, then Alternative Investment Fund (AIF) might be the right investment option for you, as these investment options can offer higher returns compared to traditional investment.

Taxes 64

Taxes Investing Investments Retail 64

Abnormal Returns

OCTOBER 6, 2023

Strategy Defining what you will invest in, versus what you will not invest in, is important. awealthofcommonsense.com) Why simplicity in investing can help reduce errors. semafor.com) More clothes retailers are eliminating free returns. calculatedriskblog.com) Manufacturing investment is booming.

Financial Advising 250

Financial Advising Medical Economy Retail 250

Abnormal Returns

SEPTEMBER 8, 2023

awealthofcommonsense.com) Retailing Why retail workers are quitting in record numbers. wsj.com) Global The pullback from investing in China is clearly visible. (morningstar.com) What investors get wrong about the 'Yale Model.' capitalallocators.com) How much should a fund manager hold in their own strategy?

Financial Advising 250

Financial Advising Retail Numbers Media 250

Abnormal Returns

MARCH 13, 2024

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. theatlantic.com) Retail Privately-owned Publix is putting other grocery chains to shame. (epsilontheory.com) How much is Bitcoin worth? Nobody really knows. wired.com) The spot Bitcoin ETF fee war is here. axios.com) The long and winding road to a Reddit IPO.

Financial Advising 267

Financial Advising Valuation Retail Media 267

Advisor Perspectives

DECEMBER 9, 2022

Investment portfolios belonging to retail traders suffered a $350 billion blow this year as big bets on risky stocks and former high-fliers like Tesla Inc. backfired for the mom-and-pop set.

Retail 52

Retail Portfolio Investing Investments 52

WiserAdvisor

FEBRUARY 14, 2024

You can also consider unique investment ideas that align with your interests and goals. They can also help you include some uncommon types of investments that can contribute to your overall financial growth. Investing in collectible sneakers might seem unusual at first glance.

Investing 59

Investing Investments Retail Banking 59

Abnormal Returns

JULY 30, 2023

(capitalgains.thediff.co) Why you should keep in mind the 'return on hassle' when it comes to your investments. ofdollarsanddata.com) Why people underperform their own investments. ritholtz.com) An excerpt from William Bernstein's new book "The Four Pillars of Investing." humbledollar.com) Has sentiment already peaked?

Insurance 215

Insurance Retail Portfolio Investing 215

Random Roger's Retirement Planning

APRIL 21, 2024

I've mentioned a couple of times that investment products that annuitize income streams are very likely to improve to the point of making more sense than annuities as insurance products. The segment quickly turned a nerd fight over the better mousetrap for retail accessible venture investing. and $105.00.

Investing 46

Investing Investments Retirement Insurance 46

Abnormal Returns

NOVEMBER 7, 2023

Retail Does social media use increase stock market participation? papers.ssrn.com) How equity market neutral investing works. papers.ssrn.com) Why do individual investors converge on the same stocks? papers.ssrn.com) Companies What is organizational capital and how does it affect returns?

Retail 215

Retail Media Numbers Portfolio 215

Validea

APRIL 4, 2024

Benjamin Graham (1894-1976) is considered the father of value investing and one of the most influential figures in investment history. Graham’s Life and Career Graham’s early experiences seem to have played a key role in shaping his famously conservative investment philosophy. “Once the Graham-Newman Co.

Investing 52

Investing Investments Valuation Manufacturing 52

Trade Brains

JANUARY 18, 2023

Best Tips for Long-Term Investing : The stock market is filled with uncertainty, however, certain tried and tested principles can help investors to boost their chances for long-term success. Long-term investing is a strategy where investors hold on to their investments for a long period of time, usually five years or more.

Investing 98

Investing Investments Taxes Retail 98

Advisor Perspectives

JUNE 9, 2023

As traditional sectors, like office and retail, continue to underperform, farmland presents an opportunity for investors seeking capital preservation and downside protection. Despite market headwinds, investors remain bullish on real estate.

Retail 98

Retail Investing Investments Marketing 98

Abnormal Returns

DECEMBER 12, 2023

ft.com) Citadel Investments had (another) good year. newsletter.abnormalreturns.com) Mixed media 75 facts from 2023 including '17% of the world’s gold is held by Indian retail consumers.' theideafarm.beehiiv.com) Nick's favorite investment writing from 2023 including 'The Myth of the Broke Millennial' by Jean M.

Financial Advising 221

Financial Advising Retail Media Economy 221

The Reformed Broker

MARCH 21, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Tech Resurgence – Silicon Valley Bank event feels bottom-y. A Retail Graveyard – “Retail invest. The ultimate anecdotal sign. ►1

Retail 130

Retail Banking Investing Investments 130

Wealth Management

MAY 25, 2023

Investment sales in the sector have been impacted by the same volatile forces as other commercial real estate assets, but potential long-term returns remain attractive.

Assets 109

Assets Retail Sales Investing 109

Wealth Management

SEPTEMBER 28, 2022

Our third quarter virtual forum examined trends in multifamily, grocery-anchored retail and BTRs amid broader discussions about how CRE is dealing with rising interest rates and persistent inflation.

Retail 110

Retail Investing Investments 110

Abnormal Returns

FEBRUARY 13, 2024

marginalrevolution.com) Alternatives Alternative investments are generally sold, not bought. morningstar.com) BlackRock($BLK) is opening up its Voting Choice platform to retail inventors. Markets Why the Magnificent Seven are outperforming: earnings. apolloacademy.com) Markets work: the case of lithium. in December.

Financial Advising 223

Financial Advising Startup Retail Media 223

Wealth Management

OCTOBER 18, 2022

Once a niche play, DSTs have drawn the interest of institutional-grade sponsors to offer as an option to retail investors managing their real estate plays.

Retail 129

Retail Investing Investments Management 129

Abnormal Returns

JUNE 13, 2023

riaintel.com) How long-short investing changes the direct indexing equation. institutionalinvestor.com) Retail traders trade crypto differently. (klementoninvesting.substack.com) AI is no magic bullet for generating alpha. papers.ssrn.com) Why public pension funds should pay up for CIOs.

Retail 215

Retail Economy Investing Investments 215

Tobias Financial

DECEMBER 22, 2023

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

Tobias Financial

DECEMBER 19, 2023

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

Validea

APRIL 15, 2024

Kohl’s Corporation (KSS) : Kohl’s operates as an omnichannel retailer, offering branded apparel, footwear, and accessories through over 1,100 stores and online. USM’s strengths include positive net income and return on assets, substantial operating cash flow, reduced leverage, and improving margins.

Investing 52

Investing Investments Assets License 52