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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.
Date | Title |
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May 5, 2022 | The Case for Charter (2019) |
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? |
None of the research published should be taken as a recommendation to buy or sell any security.