Since you Asked About Bitcoin
We have been asked several times what we think of bitcoin and crypto-currencies. Generally we just say we don’t think much about it and forward a few good articles we have tucked away. We have no idea where it should trade and believe it has about equal odds of dropping to 5,000 as it has […]
Small Value vs Large Growth – Rolling 10 year Returns
The following chart shows the rolling 10 year returns of small cap value versus large cap growth. Red columns mark periods where the prior 10 years favored large cap growth. The chart shows that small caps have tended to outperform far more frequently. This year was shaping up to be the first time ever that […]
The Future of Retail: Amazon vs. the Rest
Disruption, confusion and severe stock price drops always offers the opportunity to uncover mispriced stocks. This led us to screen through all the U.S. retail companies, visit select companies and stores, while debating the future of retail. The disruption of retail begins with a look at Amazon. So far in 2017, Amazon’s stock market value […]
First Wilshire Celebrates 40 Years
First Wilshire is not prone to celebrating success and milestones, and in fact we are rather superstitious about it, but we’re proud to note that 2017 marks First Wilshire’s 40 year anniversary serving our clients. We’ve been “Detecting Value Since 1977,” and surviving this many years is an accomplishment in itself, but doing so with […]