Strategy Letter | Number 61 | It’s Cockroach Time
The recent fun and games involving the NBA and the gambling indictments are certainly amusing on their own merits, but do they say something
The recent fun and games involving the NBA and the gambling indictments are certainly amusing on their own merits, but do they say something

If you don’t know who Mark Leonard is, go look at long term stock chart of Constellation Software. And then you might say his opinion

“Few practice long-term investing, and thus supply is constrained, which contributes to long-term performance advantages.” Operators are standing by.

It is good, clean fun to have a day to be right for reasons that didn’t seem to matter the day before. With a nice

The April Proxy statement says 89% of the CEO’s pay is at risk. This is the stock chart. Mr. Trerotola is retiring this year. What

Tricolor, the third-largest used auto retailer in Texas and California, has more than $1 billion in assets and over $1 billion in liabilities, with more

Regulation can be viewed as the Full-Time Employment Act for Lawyers. Some things are complicated both in their nature and the way change can morph

Doomscrolling in financial market journalism and commentary was so “way before” the current cellphone doomscrolling phenomena. And I am sure it was popular on stone

The mind can wander. This is a big corporate bankruptcy, and you haven’t seen many of them, given the sheer tidal wave of dollars that

“Based on analysts’ LinkedIn profiles, we identify a robust negative correlation between the expressive tone conveyed in their self-presentations and forecast accuracy, particularly among male

This has become a recent new, large position. We buried the Lede in our Strategy Letter, so here it is unvarnished for those afraid of