New and upcoming research
May 16, 2026There are 3 new articles I have forthcoming. All of which involve the sector (11 Standard and Poor's Sector Exchange Traded Funds 'ETFs'). These are going to be published in portfolio management research outlets including the Journal of Investing and Journal of Beta Investment Strategies.
Learn the basics of valuation - deep value from reading free cash flow statements to arranging your own metrics from financial statement items such as balance sheet and income statement. Learn from free publicly available information as well as both Bloomberg and FactSet data integration. Understand the rules associated with deep-value targets, as well as horizon value cut off rules. Learn to spot leveraged buy out opportunities and opportunities to finance with unique sources like mezzanine debt.
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