Thoughts

Exclusive Commentary and Insights from CSC

Thoughts

56 Pages Summed up Without AI

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

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Markets, Rationality & Decision Making

Picking on Enovis

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

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Markets, Rationality & Decision Making

If it Bleeds it Ledes

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

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Markets, Rationality & Decision Making

If THIS Doesn’t Perfectly Describe Wall Street

“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

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Thoughts

FUN: Not Yet

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

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