Tag Archives: fundamental research

Rethinking Satisfaction Survey Analytics – How the factor performance index transcends the conventional importance-satisfaction matrix.

The core objective of the traditional customer satisfaction survey is to gauge the consumer’s overall satisfaction levels (or perceived satisfaction) with a given brand or a product. To make this information actionable from a marketer’s point of view, though, one … Read More…

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Is There Any Value in Forecasts?

With most companies either in or rapidly approaching their business planning cycles, executives and analysts alike are hard at work trying to predict how the next fiscal year will unfold, making a range of decisions from where best to focus … Read More…

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Asset Bubbles and Bursts: The Re-emergence of Rational Valuation

Aswath Damodaran, the famed NYU finance professor and High Priest of quantitative valuation, shares a lot with Edward Altman, his equally famous colleague at NYU. (Damodaran penned “Investment Valuation: Tools and Techniques for Determining the Value of Any Asset”, a … Read More…

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“Is it Safe?” The Outlook for Investment in Emerging Markets

There’s a classic scene in the 1976 hit movie, The Marathon Man, in which Laurence Olivier, playing a skilled dentist who is also a Nazi war criminal, is torturing a young Dustin Hoffman. Using his medical know-how and some frightening … Read More…

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Awaiting The Green Revolution…

At a recent address to the NYU Money Marketeers, a New York-based association of financial market participants, Kenneth Volpert, head of the Fixed Income Group at Vanguard, reviewed just how far and how fast the credit markets had improved since … Read More…

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The (Ir)rationality of Markets

The Financial Times recently reported on a recent survey by the British Chartered Financial Analyst Institute of its members, which found that an increasing proportion believed that markets did not behave rationally: The British CFA recently asked members for the … Read More…

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Surviving the Storm: Value Creation in the US Auto Parts Sector

In a period of unparalleled economic turbulence, perhaps no industry has been more severely impacted than the US Auto Parts industry. The sector, in tandem with the Big 3 Automakers, has been facing severe financial distress over the last year … Read More…

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