Truss Edge’s Post

ARE YOU READY TO BE A CONTRARIAN CIGAR BUTT INVESTOR? We review Warren Buffett’s shareholder letter and his pivot from deep value to QGARP investing. We offered two case studies to compare and contrast his approach.

Spark timely conversations with clients using the latest Market Intel Exchange data! These user-friendly charts and insights from Lincoln and our industry asset management partners make it easy to track investment and economic trends and performance. #MarketIntelExchange #FinancialPlanning  

Great post on investing. Asymmetric insight rides on identifying customer problems or wider context change and asymmetric value-add protects against down cycles to drive returns. #investments #alpha

Hey friends, having worked on the Sell Side (Equity Research) and Buy Side (Portfolio Manager), I know first hand that finding quality research for investment decisions is a pain. -obscure SEDAR filings -complex insider profiles -numbered companies, directorships -business and financial data -etc. A web of noise at best. Among all the noise, finding data, and not just any data, but the accurate, high quality data that can be reasonably used in an investment decision, is challenging. That's why I'm excited about Investor OS—an all-in-one platform for private investor stock research and portfolio planning. It provides everything from historical data, tracks insider relationships to other companies and financings, to expert insights, all streamlined in one place. Fall 2024 they are launching for small-cap Canadian stocks (a market place which is ripe for disruption) and expanding thereafter. Check out their waitlist to get early access! https://hubs.ly/Q02t-dpX0 Disclosure. I am an investor, and excited to be a user.

#TradingInsights: Unveiling the Power of Proprietary Trading 💼💹 Join us in our latest LinkedIn video as we delve into the dynamic world of proprietary trading! 🚀 Gain exclusive insights into the strategies, technologies, and advantages driving success in proprietary trading. Discover how we leverage innovation to stay ahead in the market and unlock opportunities. Don't miss out—empower your trading journey today! #ProprietaryTrading #MarketInsights #InnovationDrivenTrading #Mii

Understanding NYIAX Risks: Digital Ad Futures and Investor Protection : Picture this, you’ve put your faith in the hands of an investment broker, trusting them to guide your financial decisions, making leaps into the risky world of the stock market. Now, imagine your surprise when your investment turns sour and they had not been transparent about the associated risks. That’s the reality for investors who […] https://lnkd.in/ezGYvrjp

Thematic investing is the latest "in" thing to do. It means investing in stocks that can be grouped according to themes (such as artificial intelligence, weight loss, or battery) rather than sectors of the economy such as technology, health care, or industrial production. It allows cross-sector stock picking. It also allows exchange-traded fund (ETF) sponsors to issue new products - usually coupled with higher expense ratios compared to mainstream index funds. Is it worth investing thematically nevertheless? Does it pay the investor extra return or decrease their risk? Or is it just a way for fund sponsors to milk investors? I'll talk about it in my newsletter this Saturday - sign up here: https://prw.ck.page/

Buyside perspective at IR Think Tank in NYC: Franklin Templeton's VP, portfolio manager and research analyst, Amritha Kasturirangan, CFA to share exclusive insights! We are thrilled to announce that Amritha will join our opening panel on IR in uncertain economic and political times, alongside Aimee Remey, vice president US, investor relations at Entain, to discuss: ◾ How investors assess and factor in geopolitical risks when making investment decisions in the current environment ◾ The most valuable information that IR teams can share to help investors assess and mitigate risks related to country, sector, or company-specific uncertainties ◾ What IROs can do to effectively address investor concerns regarding supply chain disruptions, trade tensions, or shifts in global investment flows Exclusively for IROs, request your free invite at https://lnkd.in/eUF5W-QR

In an age where information overload is a real challenge, Visible Alpha offers a solution. As Conrad Rademan, Director of Sales – EMEA, says, "there is too much information and not enough time to digest it." Our consolidated consensus estimates and comprehensive industry analysis come into play, aiding Nordic investors and analysts in making informed decisions in a fast-paced market. Read the latest HedgeNordic article to learn more about how Visible Alpha is helping investors analyze companies and industries faster, at scale, and with greater accuracy. https://hubs.li/Q029MJxh0 #InvestmentStrategy #VisibleAlphaInsights 

As advocates for the timeliness and relevance of idiosyncratically-constructed, outcome-oriented equity investing - where each publicly-traded portfolio company is individually underwritten with a satisfactory, above-spending 10-year return objective - we were thrilled to hear Tom Janisch, CFA’s remarks on eVestment’s Institutional Trends Quarterly Webcast: [12:19]: “We think the forward looking environment is one of the best environments for active management….It should be a good market for stock pickers. We think looking forward should be a good time for active management.” [41:15] “Stop focusing on the past performance and tell us how you’re going to outperform in the future.” eVestment, A Part of Nasdaq ASSET CONSULTING GROUP Michele Shauf, PhD Russell Elliott