K.I.S.S. – Keeping it Simple in Smaller Caps
Tag: Netflix
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.
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.
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.
We examine the acceleration of digital economy businesses during this pandemic.