Introduction “Software is eating the world.” The venture capitalist Marc Andreessen wrote these words back in 2011. From today’s perspective,…
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Nothing but Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts. 2021. Mark S. F. Mahaney.…
Adapted by Lisa M. Laird, CFA, from “Communicating Clearly about Investment Objectives and Risks” by Karyn Williams, PhD, and Harvey…
As the most followed CFA charterholder on LinkedIn, Eric Sim, CFA, has expertly leveraged social media to connect with other professionals, build…
We all agree that finance has a key role to play in getting us to net zero. But we can’t…
In the fast-paced world of investment management, success is often measured by hard numbers — returns, mandates won, assets under…
“It is never a good idea to invest in a SPAC just because someone famous sponsors or invests in it…
Introduction Welcome to the qualifying round of the 2022 US Investment Olympics. The goal of the games is simple: beat…
Are you a wealth manager who believes bitcoin and other cryptocurrencies are a passing fad or worse? You’re not alone.…
In early 2024, the Securities and Exchange Board of India (SEBI) mandated that all mutual fund houses disclose the results…