QPD In Action – 3Q23

Tag: QPD

Surprising Momentum: Insights from an Active Summer in the Stock Market

In this episode, Cambiar President Brian Barish chats about the unexpected activity in the stock market during the usually slow summer months. Topics range from interest rate cuts, rising market breadth, and upcoming elections.

Three lines coming together to show the QPD process for PPG Industries.
Three lines coming together to show the QPD process for PPG Industries.
QPD In Action - 3Q24

This quarter we feature a high revving luxury automaker.

Three lines coming together to show the QPD process for PPG Industries.
Three lines coming together to show the QPD process for PPG Industries.
QPD In Action - 2Q24

This quarter we feature a business connecting millions of homes while shaping the future of entertainment and technology.

Three lines coming together to show the QPD process for PPG Industries.
Three lines coming together to show the QPD process for PPG Industries.
QPD In Action - 1Q24

This quarter we feature a high-flying business that meets our Quality | Price | Discipline process, Delta Airlines.

RSV Unveiled: Breaking Down the New Vaccines on the Block

In this episode of the QPD Podcast, we explore the impacts of RSV and the revolutionary new vaccines, their development, effectiveness, and impact on public health.

The Current Small and Midcap Landscape

Amidst a market teeming with opportunities and risks, we delve into why active management becomes not just a strategy but a necessity in navigating the volatile terrain of lower capitalization stocks.