Omaha

Insights

Through our intelligent investor framework, we help clients identify firms that can outperform or “beat the fade”, driving stronger portfolio returns. Our framework offers a balanced and objective view on intrinsic price, drawing on predictable behaviors associated with a corporation's position in the competitive life cycle. 

White Papers

B. Matthews and J. Alloun

The Power of Perspective

Bryant and Jordan are happy to share with you their introductory article about Omaha.

Omaha's Research Team

Why We Do What We Do (Part I)

Omaha's Equity research team is delighted to share with you its latest publication.

Omaha's Research Team

Why We Do What We Do (Part II)

In this double paper, we lay out some extensive answers to question “why do we do what we do?”, or equivalently “why do we think normalizing accounting on a large scale should be performed by anyone looking at valuing companies”.