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.
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
