Research Analyst at The Applied Finance Group
Focus areas: Equity Analysis, Portfolio Consulting, Quantitative Research.
Joined AFG in 2015
Overview: Stamps.com Inc. is a provider of Internet-based mailing and shipping solutions. Under the Stamps.com and Endicia branded solutions, the Company’s customers use its service to mail and ship a range of mail pieces, including […]
MGIC Investment Corp is a provider of private mortgage insurance that should benefit from broad positive housing trends in the US. MTG’s catalyst in the near term is a combination of its continued business turnaround from the financial crisis, as well as current mortgage industry trends. […]
For investors with high risk appetite and/or want exposure to Europe, whether it is to take advantage of the recent market sell off, or anticipate currency appreciation of the Euro, AFG’s valuation framework can help select investment ideas. […]
The Efficient Market Hypothesis (EMH) and Random Walk Theory (RW) suggest that the most successful investment strategy should be a passive index, and that any performance above market returns are attributed merely to luck. The […]
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