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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: Jeffrey Bronchick, CFA

ESG

The Devils You Know

This was a former holding. We lost a lot of money. Permanently. Among several terrible mistakes – which include the difficulty of properly valuing a

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The Business of Investment Management

Life Simply Ain’t that Systematic

We have spent a lot of time over many years seeking to employ technology to free up time to focus on “thinking big thoughts” and

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Thoughts

Not Shocking CFA Results

It is not crazy to suggest that the Covid Transition Period – CTP – might have disrupted normalized studying and test-taking protocol. On the other

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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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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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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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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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