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.
Kicking smart people when they are down has been a great American pastime since the ink dried on the constitution. We pass on that activity.
Our guest on episode 4 was Bruce Young, the CEO of Concrete Pumping Holdings (Ticker: BBCP). The company has a $470 million market cap and
Wow. I was very worried about how we would move forward in 2022, but now that we have the materiality of this risk factor carefully
Our guest on Episode 3 was Robert Bryant, the CEO of Axalta Coating Systems (Ticker: AXTA). Axalta is a $7 billion market cap company that
Let’s just say it – he is better than ours. Not necessarily more right, and yes, our own Ben Claremon has a better podcast, but
Our guest on Episode 2 was Peter Holt, the CEO of The Joint Corp. The Joint is a $950 million market cap company that operates
Gavin Baker of Atreides Management in the Q3 Graham and Doddsville newsletter out of Columbia Business School. Also known as “Thoughts that plague you at
Season 2 of Compounders kicks off with a discussion with Ben Gliklich, the CEO of Element Solutions (Ticker: ESI), a $5.95 billion market cap specialty
Well, we think this is important. Not just as a card-carrying member of planet earth, but as an investor. The amount of contradictory “flow” in
Broadcast television is not a very sexy industry at the moment. Cable subscribers are cutting the cord, people are spending less time watching traditional TV
