Monthly Archives: May 2011

The Mega Path From Growth to Value

There is lots of talk around the street about a generational shift in growth stocks. As new firms IPO and skyrocket, and perhaps even hotter ones now trade on secondary markets, some big name leaders of the past decade are … Continue reading

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Weighing Revenue versus Earnings Quality

We are once again in the throes of earnings season. The analyst community along with investors and traders seem to be following my playbook: beating earnings estimates are a given. Now show us the revenue or have your stock go … Continue reading

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