Our guest on the show this week was Craig Packer, the CEO of Owl Rock Capital Corp (Ticker: ORCC), a $5.4 billion market cap business
Our guest on the show this week was Brian Lane, the President and CEO of Comfort Systems, a $3.6 billion market cap company that provides
There are lots of spooky things in the world, but what kind of financial institution do you want to own where 6x plus leverage ratios
Jim Bianco is an interesting guy who shouldn’t be on TV as much as he is. This is an interesting and comprehensive piece that suggests
This was Jay Powell’s Jackson Hole speech from 2021. To be fair, he was not any farther off than 90 years of his predecessors. Oops
Our guest on the show this week was Steve Daly, the CEO of Instructure Holdings (ticker: INST), a $3.3 billion market cap educational software company.
In the article below, “The Size Factor,” the authors come to the logical conclusion, “small caps are trading at the steepest discount to large caps
Our guests on the show this week were Scott King and Jeff Gorman, the CEO and Executive Chairman, respectively, of The Gorman-Rupp Company, a $700
What do a salt miner, a movie/TV studio and a satellite provider of broadband have in common? For Compass (salt miner), Lionsgate (movie/TV studio) and
It’s a beautiful thing to be able to tie in anything guitar related with a relevant eye on the investment world, particularly when writing
An interesting and long piece that falls under the rubric of “research is what you are doing when you don’t know what you are doing.”
Murray is one of the great thinkers of our generation of investors in this writer’s rarely humble opinion. He also has a set of interesting
