Last week, we had two brief yield curve inversions that potentially matter. The 2-year treasury briefly yielded more than the […]

Buying Behavior is one of the “Pillars” of our investment process. What we want to see is positive cash flows […]

“Boy, that double-digit yield looks pretty juicy…” Slow down, big fella. Often, double-digit yields indicate that the market doesn’t believe […]

You wouldn’t take on a new client without understanding their financial situation; you wouldn’t recommend an investment without doing your […]

ESG. Seems like a good idea. Well-meaning. But what really is ESG? Environmental Social Governance (ESG) strategies can be defined and implemented in so many ways that

Investors are chasing consistently average businesses, ostensibly for “safety”, with the idea that if you don’t expect much, you won’t be disappointed. Take AMD1 vs. Intel for example Advanced Micro Devices, Inc.

  There is so much talk about disruption these days and typically it has to do with innovation. A new […]

Nobody knows better than you how hard it is to start and grow a business. Sure, there are those times […]