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Ideas Farm

March 17, 2022
Ideas Farm: Circuit breaker
The most important company in the world is trading at a discount
March 10, 2022
Ideas Farm: When a gap is a chasm
Happy International Women's Day, investors
March 03, 2022
Ideas Farm: Off topic, on point
Why investors should listen up when executives change the subject
February 24, 2022
Ideas Farm: Nuts and bullets
War-gaming our UK-based Magic Formula screen
February 17, 2022
Ideas Farm: Solid as a BlackRock
The asset management giant has changed the rules of finance. Is this a good thing?
February 10, 2022
Ideas Farm: Assume the disposition
A bit more context on our suddenly bearish call on one of capitalism's all-time best-performing stocks
February 03, 2022
Ideas Farm: Portfolio diversityification
Can ESG investing expand into harder-to-measure fields?
January 27, 2022
Ideas Farm: Corrections and clarifications
Thoughts on an S&P sell-off
January 20, 2022
Ideas Farm: Past performance is not a guide to... blah blah blah
The past shouldn鈥檛 inform our investment decisions. But it will anyway
January 13, 2022
Ideas Farm: Separating ESG style from substance
When ESG flam trumps ESG fundamentals, and when it doesn't

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