We would simply note that in the absence of leverage, one does not have to “freak out” when the market goes down. In fact, new
Our guest on episode 9 was Ramesh Srinivasan, the CEO of Agilysys (Ticker: AGYS). Agilysys is a $950 million market cap company that provides software
Insurance is something we think we know something about, which entitles us to call out from time to time people who know absolutely nothing about
Team Van Hoisington has essentially walked into their office every day since 1982 and said, “Buy More 30 Year Treasuries.” That has arguably been the
If a Cryptocurrency cannot be readily exchanged for cash, what is it? If a Cryptocurrency trades with a beta greater than 1 with the direction
Our guest on Episode 8 was Joey Levin, the CEO of IAC/InterActiveCorp. IAC is an $11.4 billion market cap holding company that has a long
This is an old-school article about an old-school topic. The theme is fairly simple – can youthful enthusiasm for money and fame raise flags for
In case we haven’t said it enough in the past, we own 20-something stocks in our Small Cap PLUS portfolio and as the name would
Our guest on Episode 7 was Jennifer McCarron, the CEO of Thunderbird Entertainment Group. Thunderbird is a 220 million Canadian dollar market cap company listed
Our guest on Episode 6 was Daniel Harari, the Chairman, and CEO of Lectra. Lectra is a 1.5 billion Euro market cap company based in
Read last quarter’s Strategy Letter here. January 2022 — Every year has plenty of lessons when looking backward in December. Our mindset is that if
Our guest on Episode 5 was Stan Bergman, the Chairman and CEO of Henry Schein (Ticker: HSIC), a Fortune 500, $10.8 billion market cap company.
