You know you have made it as an investment manager when someone is willing to create a sketch of you to attach to an interview!
As part of our continuing series of “buy the heck out of it and tell everyone else in the world”, with the additional caveat of
The New Yorker has become almost unreadable for certain political and woke reasons, but from time to time, there is actually a focus on old
We have always been in the camp of “waves of IPOs are closer to a sign of a market top than a sign of strength
This is a “Letter From the Founders” culled from the S-1 of Lemonade (LMND) – a recent IPO we took a shot at a few
It is popular in some circles to suggest that in a passive world, “no one will care about Small Cap stocks and thus a value
Our lead principal and Portfolio Manager Jeffrey Bronchick, CFA was asked to do an interview with Ross Roggensack of Oak City Consulting. Sartorial choices aside,
The following is an excerpt from our Q3 2020 Small Cap Plus letter. If you have ever found yourself struggling to explain why, in the
From Billion Dollar Loser, the new book chronicling the WeWork disaster: As one member of WeWork’s finance team put it: “The nature of private markets
What is the actual float of a company? How many shares are actually tradeable relative to the headline free float share count that major data
As we have noted in this space in the past, “these dudes” have been more than mostly right for a really long time on what
Value Losses Lead $10 Billion Quant Trader AJO Partners to Shut: AJO Partners, a $10 billion quantitative fund manager, will shut by the end of
