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!
| Date | Title |
|---|---|
| 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.