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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.
|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.