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White Space & Parallel Investments

Our friend Bill Carey at Cortland Associates has frequently talked about benefitting from trends by investing in parallel, complimentary or adjacent businesses to the actual trend-maker. Many times, these parallel investments can be more profitable than the actual company driving…

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When Breaking Up Is Easy To Do

We get by with a little help from our friends. The back-testing for this article was done by our dear friend, Ehren Stanhope who writes a great blog, This is the first of what we hope will be many collaborations…

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Waiting for the Second Cookie

“The only rock I know that stays steady, the only institution I know that works, is the family.” Lee Iacocca With the age of financial-engineering-activism having failed to deliver sustained good performance, we think the timing is right to embrace…

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Second Quarter 2017 Letter

Click here to read our second quarter letter. Results have been good, but we want them to be great. Speed Read: Through active portfolio management, we've managed to keep our portfolio's ratio of reward-to-risk at 38.3x, which is marginally better than…

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Bolloré Video & Award

We were so pleased to have been declared the winner of SumZero’s contest, “Top Stocks for 2017” in the category Ex-US. This brings the total contest awards received by SumZero up to seven over the past few years. You can…

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