The Adventures of a Curious Character

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"Artificial intelligence and machine learning do not - yet - have the ability to listen, empathize, and explain the rationale behind recommendations and decisions. These soft skills, or people skills, will always allow our professionals to prove their value to clients." 
Paul Smith
Former President and CEO, CFA Institute
"You can hire people with an MBA, but you don't necessarily know that one MBA is the same as another MBA, whereas if you hire investment professionals with a CFA designation, you absolutely have confidence at the level of qualification." 
Jenny Johnson
COO/President, Franklin Templeton

Recent Articles

Why I bought a few shares in Mednax, Inc.

August 17, 2019
Mednax faces three uncertainties. First, the U.S. Government is now tracking medical costs and forcing hospitals to disclose prices. From the company’s perspective, hospitals are becoming price-conscious buyers, which will hurt future earnings. [...]
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Projecting quarterly earnings hurts the long term view

August 10, 2019
My favorite tables shows an investment after 20, 40 and 60 years of operations assuming 7%, 12% and 18% rates of return. How can we not marvel that a 12% rate of return will multiply the original investment by 10 times in 20 years?[...]
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Is Nautilus, Inc., the next Blockbuster?

August 4, 2019
While Nautilus' management talks about consolidation, efficiency and transition, Peloton's management reports to shareholders, using Silicon Valley nomenclature, such as network effect, economies of scale and disruption[...]
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