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A sample of our writing on individual companies, industries and topics of interest to us. We will also share investment and market-related thoughts from time to time.

DateTitle
September 8, 2020Market Thoughts
August 28, 2020Qurate and the Future of Video Commerce
June 26, 2020Acquisitions – Reasons Why and Examples
June 17, 2020Cannibals – A Survey of Impressive Buybacks
June 9, 2020A Few Thoughts on Capital Allocation
May 14, 2020The Investment Ecosystem and Manager Selection
April 19, 2020Invest in REITs or Real Estate?

None of the research published should be taken as a recommendation to buy or sell any security.