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Thoughts

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

Category: Markets, Rationality & Decision Making

Somehow This Did Not Make It Into Our Presentation

Uncorking the Muse: Alcohol Intoxication Facilitates Creative Problem Solving

Jeffrey Bronchick, CFA October 19, 2012

Munger Reprise

I sometimes have a dim realization that I need the same intellectual lessons pounded into me over different time periods in order to avoid the

Jeffrey Bronchick, CFA August 6, 2012

What We See Versus What We Infer

THIS is a superbly interesting thought process that is eminently applicable to investment management, and it can be argued that I have seen balance sheets

Jeffrey Bronchick, CFA June 8, 2012

The Ongoing Tyranny of the Growth vs. Value Argument

Co-written by Jeffrey Bronchick + Ben Claremon A recent article in the Wall Street Journal—from which we lifted the chart below—once again highlights the never-ending

Jeffrey Bronchick, CFA January 12, 2012

The Crowd Around Rising Rates

Bianco Research Comment: “Since December 2002 Bloomberg has conducted 99 monthly surveys. Of these, an incredible 95 surveys (96%) have forecasted higher rates. To repeat,

Jeffrey Bronchick, CFA July 15, 2011

Thoughts

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

Categories

Category: Markets, Rationality & Decision Making

Somehow This Did Not Make It Into Our Presentation

Munger Reprise

What We See Versus What We Infer

The Ongoing Tyranny of the Growth vs. Value Argument

The Crowd Around Rising Rates

Important Notice

Thoughts

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

Categories

Category: Markets, Rationality & Decision Making

Somehow This Did Not Make It Into Our Presentation

Munger Reprise

What We See Versus What We Infer

The Ongoing Tyranny of the Growth vs. Value Argument

The Crowd Around Rising Rates

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Important Notice