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Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Manage episode 236843499 series 2431123
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This week Ryan and Jack discuss three topics. First, they examine the returns to U.S. stock broken down by (1) size and (2) factors (mega-cap stocks were the place to invest over the last 5 years!). Second, they examine a post by Adam Tkaczuk on Opportunity Zones–a must read for those with low basis securities. Third, they examine a post by Tommi on Hedge Funds and their role in reducing mispricing. Paper Links: Factor Investing Fact Check: Are Value and Momentum Dead? https://alphaarchitect.com/2018/11/15/factor-investing-fact-check-are-value-and-momentum-dead/ Want to Minimize Capital Gains Taxes? Check Out Our Guide to Opportunity Zone Investments https://alphaarchitect.com/2018/11/13/want-to-minimize-capital-gains-taxes-check-out-our-guide-to-opportunity-zone-investments/ Hedge Funds may Profit from Stock-Picking and Help Reduce Mispricing https://alphaarchitect.com/2018/11/12/hedge-funds-may-profit-from-stock-picking-and-help-reduce-mispricing/
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