ARCHIVES: Fourth Quarter 2021

Emerging Manager Monthly covers asset management industry trends and profiles so called “emerging managers” or boutique investment firms. In this […] READ ARTICLE

Lawrence Cunningham is a professor and director of the Quality Shareholders Initiative at George Washington University, a long time collaborator […] READ ARTICLE

“When you come to a fork in the road, take it.” – Yogi Berra Despite the joy Nintendo the company […] READ ARTICLE

During our third quarter portfolio update, we profiled portfolio holding, Landstar System (LSTR). Below is a replay of our live […] READ ARTICLE

During our third quarter portfolio update, we profiled portfolio holding, Booking (BKNG). Below is a replay of our live commentary […] READ ARTICLE