Below you will find links to in-depth research, interviews, and analysis on individual companies and industries of interest to us. We will also share investment and market-related thoughts from time to time. If you find our work valuable, you can encourage us to write more with beer!
|September 8, 2020||Market Thoughts|
|August 28, 2020||Qurate and the Future of Video Commerce|
|June 26, 2020||Acquisitions – Reasons Why and Examples|
|June 17, 2020||Cannibals – A Survey of Impressive Buybacks|
|June 9, 2020||A Few Thoughts on Capital Allocation|
|May 14, 2020||The Investment Ecosystem and Manager Selection|
|April 19, 2020||Invest in REITs or Real Estate?|
Our intention is to publish research approximately 6-10 times per year.
None of the research published here should be taken as a recommendation to buy or sell any security.