I am focused on the money. I have wasted a lot of time in this space and by no means claim my Black 8 Ball has it wired. But at the present time, the “math” on trillions doesn’t produce a tangible return to those spending it.
The concept of holding yourself out to the world as someone still willing to selectively accept “other people’s money” in a professional money management capacity
If you don’t know who Mark Leonard is, go look at long term stock chart of Constellation Software. And then you might say his opinion
It is good, clean fun to have a day to be right for reasons that didn’t seem to matter the day before. With a nice
The April Proxy statement says 89% of the CEO’s pay is at risk. This is the stock chart. Mr. Trerotola is retiring this year. What
Tricolor, the third-largest used auto retailer in Texas and California, has more than $1 billion in assets and over $1 billion in liabilities, with more
If nothing else but by not being REALLY early. And it’s not fair to whomever they are to suggest that the letter lacks little detail
Sometimes you just don’t know people. Or what drives them. And so mistakes can be made when you try to equate what seems to add
Yes, it’s corporate governance season and I have spent two awful periods of time recently: watching the LA Kings and the stupendous waste of time
The company is Global Indemnity(GBLI). We own it where we can, and I own it personally. We have written about it before, here. Cheap, weird,
And I don’t mean 124 word Tweets. Annual Reports, 10-K’s and Proxies are “basic” and one would think everyone reads them so where is the
Statement from David B. Burritt, U. S. Steel President and CEO, on Today’s Order by President Biden January 3, 2025 – President Biden’s action today
On Friday after the close, ISSC filed an 8-K giving the CEO of a $134mm market cap company a stock package that could have been
We own this with roughly a $12 cost basis. We have always liked smallcap aerospace and defense. They can have oddball, profitable niches in an
So a few weeks ago, we put out a “bookish” piece on our efforts to effect Board change at a holding, Motorcar Parts of America
