r/SecurityAnalysis

The US economy is booming

The Mechanics of Preferred Equity

Lost Decades

I took a look at the history of lost decades in U.S. markets. In the past, I found that the excess cape yield (no inflation adjustment) does a pretty good job of predicting forward excess returns. So, I wanted to see if we can use the same metric to predict …

Brazilian real estate developers: MSD multiples

AI eats the world | Benedict Evans

Zoetis down -50% over the past year

World's leading animal pharma company at 13x PE with 9% EPS growth

Stanford Leadership Forum 2026: Conversation with Ken Griffin (Citadel)

Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update

Interview with Gavin Baker

On the one hand ...