Here we are, less than 50 days into the Biden administration, and the stock market is up more than 20% since election day. Should we
For at least the last decade, the spotlight has been glaring down on investment management fees and the impact they can have on investment returns.
The Underdog Imagine hearing a news story from about 100 years ago involving a business owner who is well-liked in his community, a bit stubborn
Over the last several posts, we’ve been discussing the different performance components of a company as a way to predict its investment performance. Evaluating a company starts
The next component in our series on the three performances that drive a company’s investment performance is shareholder performance. Shareholder performance is driven almost entirely by the business
In our last blog post, we introduced the notion that a company’s overall investment performance is driven by the orchestration of three different types of