EVM & Capital Gains Tax
Understanding Recommendation Schedule, Holding Periods, and Tax Implications
Our Blogs
Building Knowledge: Financial Blogs for Smarter Decisions
Our blogs are a way to record our thoughts as we explore the world of research analysis. As we learn and develop our understanding of markets, we will continue to write and share our insights.
Writing helps us strengthen our knowledge, and sharing it with you is an important part of that process. Many of our blog topics stem from discussions with our subscribers, enriching our perspectives. However, please remember that our blogs are for informational purposes only and should not be taken as financial or investment advice.
We appreciate your interest and look forward to learning together!
Building Knowledge: Financial Blogs for Smarter Decisions
Mutual Fund Selection: The Equity Midas Approach
There is no doubt that mutual funds represent an optimal investment vehicle for the average investor seeking to participate in…
Constructing The Ideal Equity Portfolio
How to build the perfect equity portfolio is often the topic of great interest and debate. How can one build…
Business Growth (Part 1 of 3)
Once the quality of business is established, the second most important criteria to select an investment is its growth history…
Business Efficiency/Quality – ROIC
This is the first of three blog posts in which I explain the criteria we look for when considering a…
Buy & Hold – Just for a year!
“If you aren’t thinking about owning a stock for ten years, don’t even think about owning it for ten minutes.”…
Expectations Value – The Model
Value investors are in constant search of securities that appear cheap as compared to their fundamental or intrinsic value. Intrinsic…