One of our analysts, Eugene Robin, CFA, was recently featured on the ValueWalk podcast to discuss his favorite idea, Viasat – his former employer and
FDR is regarded as one of the most effective communicators in radio history. Although the fireside chats are often thought of as having been a
The Strategic Game of ? and ? – John Boyd, June 1987
…but not great. Outside of the prospect of Bernie Sanders being President of the United States, this viewpoint, which has been stubbornly correct for a
“The amendment will, among other things, suspend Live Nation’s net leverage covenant under its existing senior secured credit agreement for the second and third quarters
“Value” has a number of different components all tied at the hip. Internally, we simplify by mentally handicapping companies as either “Buffets or Grahams” based
Stuart Miller, Executive Chairman, Lennar Corp.March 19th Conference Call “But as you all consider framing your questions, please remember that the national landscape continues to
This is the basic version of a letter we are sending to Classic Value Small Cap clients this quarter. These thoughts are applicable across all our
New York Governor Andrew Cuomo was asked at a press conference on March 31st about the risks of purchasing redundant medical equipment: “We are broke.
There aren’t that many times in an investor’s career when the environment changes so much in a few weeks. The following interview on the ValueWalk’s
