Thoughts

Exclusive Commentary and Insights from CSC

Willingness to Lose Money

Under the heading of things that just can’t last, today’s topic is venture capital firms continuing to invest in technology companies that consistently lose an

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Counterfactual Investing

It may surprise you to hear that we sincerely believe there are aspects of the investment management industry that are truly unique. Before you start

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Fear the Righteous Person

In Michael Lewis’ interesting podcast, Against the Rules, he relays the biblical story of King Solomon adjudicating a dispute between two women who claimed they

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