A new study shows that key financial figures are increasingly failing to reflect new business models. This is a serious problem for investors – if they do not use alternative information. The core thesis of Baruch Lev has it all. “The reported earnings of most firms no longer reflect enterprise performance,” writes the professor of …
Balance sheet fraud and lack of supervision are the focus of the Wirecard disaster. But just one look at the patent data would have been enough to ask management unpleasant questions about the core business. In September 2018, Wirecard ousted Commerzbank from the DAX. A Fintech company displaces a traditional bank. This fitted into the …
High innovation scores and positive price trends – keep an eye on those companies Our Quant IP Innovation Score quantifies the relative innovation strength of a company from the perspective of an investor. So it not only captures innovation growth, efficiency and quality. It also incorporates the valuation the market assesses to the company. The …
