K.I.S.S. – Keeping it Simple in Smaller Caps

Tag: Netflix

small cap equities
small cap equities
Navigating Through Small Cap Equities in Today's Volatile Environment

Cambiar Small Cap and SMID Value PMs, Andy Baumbusch and Colin Dunn discuss financial gravity in smaller cap equities and how this correction has created opportunities to invest in quality businesses.

risk premiums
risk premiums
Equity Risk Premium & New Market Leaders

Cambiar President Brian Barish joins the podcast again and sheds some light on the rise of equity risk premiums and what recent earnings reports are saying about stocks.

Formula 1
Formula 1
Pole Position: Why Formula 1 Looks Attractive

In our latest QPD Podcast episode, we examine the growth of Formula 1, the popularity of their Drive to Survive docu-series, and how the stock fits our QPD process.

The Last Dance For The Traditional Customer Approach

Investment Principal Munish Malhotra examines the acceleration of digital economy businesses during this pandemic.