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On value, investing, and everything in between

Sad Days Ahead at the House of Mouse Feb 01, 2023

In our last article, we discussed the importance of capital allocation and the pitfalls of using good money to chase after bad ideas.  We...

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Capital Allocation: Why it Matters So Much Jan 23, 2023

To the novice investor, many things seem foreign and complex.  Capital allocation, or how does a company spend the money available to it...

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Rising Interest Rates and the Tide Rolls Out Sep 20, 2022

The past 14 years have seen an unprecedented level of low interest rates and public spending.  And in that time, the economy has grown and...

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A Different Kind of Recession? Jul 19, 2022

The definition of a recession is two consecutive quarters with negative GDP growth.   The consequence of negative growth.  Negative GDP...

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