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Thoughts

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Author: Jeffrey Bronchick, CFA
ESG

The Tower of ESG Babble?

Original article appeared in Harvard Business School’s Working Knowledge What Does an ESG Score Really Say About a Company? 21 JUL 2021|by Kristen Senz A

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Jeffrey Bronchick, CFA July 23, 2021
CSC Thoughts for LinkedIn
The Business of Investment Management

What’s in Your Private Equity Fund?

From Billion Dollar Loser, the new book chronicling the WeWork disaster: As one member of WeWork’s finance team put it: “The nature of private markets

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Jeffrey Bronchick, CFA October 21, 2020
CSC Thoughts for LinkedIn
Markets, Rationality & Decision Making

Free Floating

What is the actual float of a company? How many shares are actually tradeable relative to the headline free float share count that major data

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Jeffrey Bronchick, CFA October 20, 2020
CSC Thoughts for LinkedIn
Economics at Large

Forty Years of Right

As we have noted in this space in the past, “these dudes” have been more than mostly right for a really long time on what

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Jeffrey Bronchick, CFA October 19, 2020
CSC Thoughts for LinkedIn
Markets, Rationality & Decision Making

Covid and Behavioral Flaws

Never in the history of the world have more people had more access to information. And yet… On My Mind: They Blinded Us From Science

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Jeffrey Bronchick, CFA September 21, 2020
CSC Thoughts for LinkedIn
Ben Graham Corner: Securities Analysis

The More Things Change

A very long time ago, the author was the first outside columnist for TheStreet.com, which in its early days had a terrific set of people

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Jeffrey Bronchick, CFA September 14, 2020
CSC Thoughts for LinkedIn
Markets, Rationality & Decision Making

The Meanings of Insanity?

So imagine you are on one of those innumerable TV cop shows where apparently if you stick a variety of crime scene photos on a

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Jeffrey Bronchick, CFA September 14, 2020
CSC Thoughts for LinkedIn
The Business of Investment Management

This Should be a Good Thing…But

Early in my career, I would saddle up the horse and carriage, go to the office, call a company of interest and ask for them

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Jeffrey Bronchick, CFA August 27, 2020
CSC Thoughts for LinkedIn
ESG

Cognitive Dissonance and ESG

In a world that loves data and quantification no matter what the source or the possibility of reaching a bewildering machine learned conclusion that makes

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Jeffrey Bronchick, CFA August 26, 2020
CSC Thoughts for LinkedIn
Markets, Rationality & Decision Making

Poker Playing

From Charlie Ergen’s Q2 SATS Conference Call: “So it’s an interesting time. I think patience — I hope our patience will be rewarded. It hasn’t

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Jeffrey Bronchick, CFA August 7, 2020

Value vs. Growth Commentary

Observation: If something cannot go forever, it won’t. At current performance rates, there will be five stocks comprising 110% of US market cap. That “seems”

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Jeffrey Bronchick, CFA August 4, 2020

Causation or Correlation?

While we hate to generalize or box our thinking into “styles,” we naturally, self-evidently, and painfully—today—consider ourselves value managers. We have had many conversations in

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Jeffrey Bronchick, CFA July 20, 2020
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