Author: Joel Charalambakis

By: Joel Charalambakis | On: June 15, 2021 |

Bundling and Unbundling

In the mid 1990s Netscape Communications, one of the early darlings of the dot-com craze, embarked on a roadshow to meet with prospective investors prior to its IPO. In its […]

By: Joel Charalambakis | On: January 12, 2021 |

Taxes, Royalties, and Idea Generation

“The best business is a royalty on the growth of others, requiring little capital itself.” – Warren Buffett “Simplicity is the ultimate sophistication.” – Leonardo da Vinci Leverage does wonders […]

By: Joel Charalambakis | On: December 22, 2020 |

What Does the Market Expect for Dividends?

“We have made very little progress in life by trying to outguess these macroeconomic factors. We basically have abdicated. We’re just swimming all the time, and we let the tide […]

By: Joel Charalambakis | On: December 8, 2020 |

SPACs: Sponsor Revolution or PIPE Dream

“Corporations get the shareholders they deserve.”                                                                                      – Warren Buffett With valuations at cycle highs there is no shortage of analogies to compare the market today to its past peaks. […]

By: Joel Charalambakis | On: November 17, 2020 |

Price Is What You Pay. Value Is What You Get.

“An investor who does not do research is like a poker player who does not look at the cards.” – Peter Lynch McCaw Cellular Communications was founded in the mid-1960s […]

By: Joel Charalambakis | On: October 20, 2020 |

Necessary but Insufficient: Monetary Boogeymen and Valuations

Over 200 years after the fall of Genghis Khan his empire was in tatters, split up among warring factions divided by tribalism and nominally ruled by outsiders in China and […]

By: Joel Charalambakis | On: August 25, 2020 |

Invert, Always Invert

“All I want to know is where I’m going to die so I’ll never go there.”                                                                                     – Charlie Munger The role of aviation reached a new level in World […]

By: Joel Charalambakis | On: July 14, 2020 |

Debunking Investment Myths

Alex Bavelas was a 20th century psychosociologist whose research was primarily focused on how information traveled and gained acceptance in small networks. After graduating from MIT, he moved to Stanford […]

By: Joel Charalambakis | On: October 13, 2014 |

Market Volatility

So what is going on with the recent market volatility?  Is there anything to really be concerned about?  Well, it would seem that the global markets are tired from so […]

By: Joel Charalambakis | On: June 7, 2014 |

Weekly Market Update

Market Action Equities in the US closed at all time highs as the nation continues a slow but steady recovery. The jobs report published on Friday slightly beat expectations and […]