I have been following Richard Sosa on Twitter for a while. If you want hot food takes and amusing market commentary, I highly recommend that
We are all constrained by our 24 hour bio-rhythm to some degree. We all have cellphones. We all face unwanted downtime – like waiting at
“Financial accounting rules are created by the apolitical FASB to provide information useful to investors. In contrast, tax accounting rules are largely determined by Congress
When your largest position, Viasat Inc. (Ticker: VSAT), enters into a transformational merger involving regulatory complexity, interesting technology, enough equity issuance to require a shareholder
(The following is an excerpt from the Q3 Small Cap PLUS letter to investors) We view our portfolio as a collection of idiosyncratic, measured bets
Mr. Bassman is an interesting guy with an interesting pedigree. The topic of interest that is shared is the investment implications of changes in Federal
For the final episode of Season 1 of Compounders, Episode 14, we thought it would be valuable to put together our favorite vignettes from the
“We have a generation of central bankers who are defining themselves by their wokeness,” said Mr. Summers, now a professor at Harvard University. “They’re defining
If you peruse this quarter’s 13-F filing from Cove Street, you will see Lionsgate (Ticker: LGF.B) show up as a new holding. On that note,
Our guest on Episode 13 of Compounders was Jeff Bailly, the Chairman and CEO of UFP Technologies (Ticker: UFPT). UFP is a $475 million market
