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
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
