Client Login 800.541.0170

Beyond the Numbers

Beyond the Numbers

Trusted advice to help you think big and plan bigger.

Category: Investments

Thoughts on Moats and Management

Understanding the intersection of economic moat and management is a valuable exercise for investors and is best done separately.

What Is and Isn’t a Moat

The phrase “economic moat” is thrown around too broadly. Here’s what to know and what to watch out for. 

Driving With a Broken Navigation: The Pitfalls of GDP Measurement

GDP is a key piece of economic data for investors, but its complexity and use of historical trend data has made it increasingly unreliable as a catch-all measure of economic growth.

How to Avoid Stock Market Distractions

As an investor, merely recognizing stock market distractions as entertainment rather than information is step one to limiting their negative influence.

Why Culture Should Matter to Investors

Long-term investors should spend more time researching a company’s corporate culture and how it can strengthen (or weaken) its economic moat.