Uber, Airbnb & The Future of Industrial Investing

Tag: industrials

Celebrating 50 Years of Cambiar Investors

As Cambiar celebrates its 50th anniversary, we delve into the significant events that unfolded in the stock market over the past five decades.

It’s Tough Out There… But It’s Not a Bear Market in Value Stocks

2023 Outlook: Cost of Capital” Bear Market becomes a cost of liquidity slog and other things to consider.

Past Peak Hawkishness

The worst may be over, but we are heading into a dry desert of higher capital costs.

Bear Market Ruminations

Thoughts on a bear market, recession, and other financial developments.