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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
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.