“Opportunity is missed by most people because it is dressed in overalls and looks like work.” Thomas Edison In studying the world’s most prodigious value creators, or Builders as we call them, we have found at least a dozen behavioral…
“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…
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…
Speed Read: UK economy primed for recession regardless of Brexit vote Property prices peaked in Q1 and have already started to decline Consumer confidence already weakening - this will accelerate post Brexit Unemployment 30 bps away from all-time lows, further…
Summary: We’ve had a lot of back & forth with our friends and investors about the VW diesel scandal and the implications for the auto industry. As it happens, we have an engineer that specializes in cooling and controlling NOx…
Please click here to read the full report, for the speed readers, we’ve summarized our research in this one page. In a Nutshell: Throughout the European crisis, traders have ascribed a negative value to Renault’s underlying business, after backing out…