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.