It is no secret that a cadre of mega cap tech stocks have had a spectacular run so far in 2023. And while the “Magnificent
From Berkshire Annual Meeting 2023: What gives you opportunities is other people doing dumb things. And it’s — and I would say that — well,
From industry rag FundFire: Janus Henderson CEO Ali Dibadj is making no secret of his goal to buy private credit capabilities, saying in an earnings
Less stocks, less trimming, less taxes. Less indexation? Not really, as one of these mega-winners finds you rather than vice versa. The other practical issue
I will categorically deny that I have ever hired anyone for the simple reason that I did not want take a turn at voting CSC
Yet Another Value Podcast: Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst+ $VSAT Update
There are some events that prove you entirely wrong, regardless of how “off spreadsheet” they are. Was this one of them?
From time to time, there are some decent questions raised about investing that emanate from the academic world of investment research. You should always dig
As the designated proxy analyst this spring, I had the recent pleasure of pouring over nearly 100 proxies – between both companies we do and
Click the image to download a PDF version. We return after a slightly longer than usual gap between writings as…we were busy. Yes, it is
