So a few weeks ago, we put out a “bookish” piece on our efforts to effect Board change at a holding, Motorcar Parts of America
We have referenced Byrne Hobart’s The Diff newsletter any number of times as well worth reading. He thinks and writes as well as anything I
FTI Consulting August 2024 Newsletter Given the explosive growth of leveraged credit markets over the last decade, the ascendance of private credit, the extreme lengths
This gentleman does interesting work which can be summarized as follows: Most equity investments are not good: the “mean” for equity investments is much higher
Securities can go down as well as up. Over-owned and hyped securities will be pummeled more. The world in which we live is heavily indexed
this makes CNBC and Bloomberg out to have the credibility of BBC reporting on Gaza.
As a follow-up to this and this blog post, I received this 9 times today in my inbox. I can tell you one thing with
As a follow-up to partner Austin Farris’s recent piece on our blog regarding small-cap index performance, we present weird scenes inside the stock market goldmine in July.
I don’t know the Verdad people, but they tend to lean toward what we are thinking, so they are obviously smart and worldly people who
Why does the SEC want this? Who really wants it? “Only 4 hours of work” is BS. Another reason to run concentrated portfolios.
Private market assets under management totalled $13.1tn on June 30 last year, having grown at nearly 20 per cent a year since 2018. Most of
