Author: Jeffrey Bronchick, CFA

The Strategic Game of ? and ? – John Boyd, June 1987

“Value” has a number of different components all tied at the hip. Internally, we simplify by mentally handicapping companies as either “Buffets or Grahams” based

Our favorite new acronym (within an industry that has far too many) is “TINA”. TINA is not the name of a person or object. It

While I will cop to a mildly obnoxious habit of introducing references that almost always require an internet search, I also will start this year

In a prolonged anti-value momentum-driven rally, it’s easy and natural to forget the long-term value proposition of a rebalancing discipline. The evidence and intuition underlying

Under the heading of things that just can’t last, today’s topic is venture capital firms continuing to invest in technology companies that consistently lose an