Equity market valuation
Why high stock prices are here to stay
Value Investing. Why cheap isn't cheerful
Aoris Investment Management
PE Ratios are irrelevant: two erroneous metrics lead to an erroneous conclusion.
Blue Oceans Capital
A repeat of the GFC
Frame Funds Management
Rational Optimism or Irrational Exuberance?
Finding value, the marginal return on capital
Montgomery Investment Management
Risky Business - Calculating the US Equity Risk Premium