We recently published a blog entitled Banks in 2008 Versus 2020: This Time Part of the Solution, in which we contrasted the role banks played in the Global Financial Crisis versus...
During the Financial Crisis, banks were nearly responsible for the collapse of the financial system given excess leverage, toxic balance sheets, mismanagement, and questionable...
The benchmark S&P 500 continued its charge higher during the third quarter, despite significant increases in COVID-19 cases and certain states such as Florida, Texas, Arizona and...
We place a high premium on direct contact with management while researching potential investments, and also as part of our ongoing work on current holdings.
Last week, we discussed how we have been active investors in the defense industry for years. There are a number of aspects we find attractive in the industry:
We have been active investors in the defense industry for a number of years. There are a number of aspects we find attractive in the industry:
The COVID-19 global pandemic continued to have massive implications during the second quarter, as cases continued to rapidly rise in the United States. The unemployment rate...
Investing in Long Short – Why it’s Important in Today’s Environment Are You Concerned About: Equity valuations being near all-time highs? Winners and Losers – this being a stock...
We hope you are staying well during this time. These are uncharted waters for all of us. The COVID-19 virus pandemic is first and foremost a health crisis with associated economic...
With Volatility Here to Stay What Should You Invest in Now? How can you help your investors take advantage of the volatility? Unfortunately, what has worked well for ten plus...
