Thoughts

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

Specific Stock Ideas

Our Man Thunder

If your goal is to “pay attention to detail” and try to put some meat next to the headline potatoes, then Rob consistently presents logical

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Markets, Rationality & Decision Making

This is More Important
than You Think

Almost a year ago to date, financial markets had a mini freeze over some high profile examples of “liquidity issues” in the banking sector. Our

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