Thoughts

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

ESG

That Didn’t Take Long

We may have called this one. By Max Abelson (Bloomberg) — HSBC Holdings Plc has suspended executive Stuart Kirk days after he criticized the finance

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Markets, Rationality & Decision Making

Help Is Not on the Way

I started to cherry-pick some paragraphs here, but why? Read for yourself. The man has an opinion. I think the opinion resonates a LOT with

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ESG

E vs S vs G?

Activist groups are filing climate resolutions across corporate America. Tactically interesting, all six of the largest US investment banks are prominently targeted in a “cut

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