The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
More Videos
Amazon, GE and What to Look for in a Business (3:53)
How a company management can create or destroy business value over time
Watch Now
AI: Separating Hype from Opportunity (4:17)
Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key
Watch Now
Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
Watch Now