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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 |
|---|---|
| July 7, 2022 | Allison: Keep on Trucking |
| 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.