In this, the third in my series of stories on thought-provoking presentations at my Valuex Vail conference, I look at the importance of the investment process. (In the previous two pieces, I wrote ...

Artificial intelligence (AI) is rapidly transforming various industries, and the stock market is no exception. From analyzing vast amounts of data to predicting market movements and automating ...

Real Options Analysis (ROA) is an innovative framework that applies financial option theory to real-life investment decisions, thereby providing a dynamic method for evaluating projects under ...

Institutional investors face complex decisions—where to allocate capital, which managers to trust, how to weather volatility. These choices can’t rely on instinct alone. They require data, structure, ...

As digital natives, younger investors expect an experience that’s data-driven, mobile and tailored to their needs, and they have the numbers to make wealth managers sit up and take notice. According ...

A lot of the application of artificial intelligence in the wealth management industry has centered on the marketing and operations departments. But AI is also reshaping the investment process. There ...

When ChatGPT debuted on November 30, 2022, followed soon after by other artificial-intelligence chatbots, the public reaction was unbridled astonishment followed by barely restrained hype.

New platform harnesses the power of advanced AI to analyze demonstrated innovation behavior and identify companies with sustainable competitive advantages NEW YORK--(BUSINESS WIRE)--Moat Metrics, a ...

Throughout the years I’ve been leading a company in the real estate investment space, I’ve experienced the importance of strategically leveraging technology firsthand. Over the years, my firm has used ...

Personality traits matter for a variety of life outcomes, including health and aging, marital and career success, and economic decisions such as spending behaviors. The same persistent differences in ...