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Thoughts

Exclusive commentary and insights from Team CSC's deep fundamental research, repeatable investment process, and culture of continuous improvement.

Author: Austin Farris

Markets, Rationality & Decision Making

In Small Cap, you want to go Active

It is no secret that the Russell 2000 contains some crappy companies – some 40% of the R2000 constituents are unprofitable. This is a common

Austin Farris June 25, 2024

Markets, Rationality & Decision Making

Our Man Joey on the Rationality of Private Markets Today

Except from IAC’s Q4 earnings call:

Austin Farris February 15, 2024

Economics at Large

Lessons from Another Proxy Season

As the designated proxy analyst this spring, I had the recent pleasure of pouring over nearly 100 proxies – between both companies we do and

Austin Farris June 20, 2023

Thoughts

Exclusive commentary and insights from Team CSC's deep fundamental research, repeatable investment process, and culture of continuous improvement.

Categories

Author: Austin Farris

In Small Cap, you want to go Active

Our Man Joey on the Rationality of Private Markets Today

Lessons from Another Proxy Season

Important Notice

Thoughts

Exclusive commentary and insights from Team CSC's deep fundamental research, repeatable investment process, and culture of continuous improvement.

Categories

Author: Austin Farris

In Small Cap, you want to go Active

Our Man Joey on the Rationality of Private Markets Today

Lessons from Another Proxy Season

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