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Bear Of The Day: Camtek (CAMT)

Despite beating the number in each of the last four quarters this company is seeing estimates for next year fall

Cliff Asness on Factor Investing, Value Drawdowns, and Long-Term Discipline

Cliff Asness has never been comfortable with tidy narratives, and that discomfort is precisely what makes his thinking useful for investors trying to navigate markets that refuse to cooperate with simple stories. In a conversation on the Capitalism and Freedom in the 21st Century Podcast, Asness revisited the intellectual roots … Read More