Thoughts

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

Markets, Rationality & Decision Making

Don’t Take Our Word for It

One of the most common questions you hear when professional investors are being interviewed is “what do you think is interesting in the current market

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Markets, Rationality & Decision Making

A Ben Graham-ish Joke

Security Analysis was probably the investment book most quoted, and least actually read of its time. Howard Marks could be the most-read investment writer of

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Economics at Large

The Inevitable

“Poorly comprised regulation is often just a gift to overcapitalized and over-lawyered people with a large PR budget.” And this isn’t even “real” regulation, which

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