Robert Half Inc. (RHI): A Bull Case Theory
We came across a bullish thesis on Robert Half Inc. on DeepValue Capital’s Substack. In this article, we will summarize the bulls’ ...
Thursday, August 13, 2026
Tag: Theory
Sam Altman Says Rise in Twitter Bots Lends Credence to Dead Internet Theory
OpenAI CEO Sam Altman posted on X that “i never took the dead internet theory that seriously but it seems ...
Milton Friedman’s Guitar String Boom-Bust Cycle Theory
It is popular in economics to employ metaphors in order to provide support to a particular idea. For example, concepts ...
White Mountains Insurance Group, Ltd. (WTM): A Bull Case Theory
We came across a bullish thesis on White Mountains Insurance Group, Ltd. on Stock Analysis Compilation’s Substack. In this article, we will ...
Newell Brands Inc. (NWL): A Bull Case Theory
We came across a bullish thesis on Newell Brands Inc. on Value Degen’s Substack by Unemployed Value Degen. In this article, we ...
Copart, Inc. (CPRT): A Bull Case Theory
We came across a bullish thesis on Copart, Inc. on Ridire Research’s Substack. In this article, we will summarize the bulls’ thesis ...
Certara, Inc. (CERT): A Bull Case Theory
We came across a bullish thesis on Certara, Inc. on Stock Picker's Journey’s Substack by Gregg Jahnke. In this article, we will ...
From Theory to Trillions: David Booth | Financial Thought Exchange
It’s easy to forget that the idea of investing in the entire market — passively and scientifically — was once ...
Book Review: Quantitative Risk and Portfolio Management: Theory and Practice
Quantitative Risk and Portfolio Management: Theory and Practice. 2024. Kenneth J. Winston. Cambridge University Press. The field of textbooks on ...
From Darwin to Wall Street: Harnessing Evolutionary Theory for Smarter Investments
Many of the businessmen I know are well-versed in economics, but none uses the science in their daily work. No ...
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