From time to time, our collective experience in idea and liquidity sourcing, business analysis, valuation, corporate finance, corporate governance, compensation schemes, and investor relations finds
This week’s guest is Eric Ellenbogen, the CEO and Vice Chairman of WildBrain. WildBrain is a 500 million Canadian dollar market cap entertainment company listed
There are some things that are different in managing assets invested in smaller companies than larger ones. Energy is one such thing. Two years ago,
Our returning guest on the show today was Mark Dankberg, the co-founder and Executive Chairman of Viasat (Ticker: VSAT). Viasat is $3.1 billion dollar market
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
