NOTES

September 29, 2015

NET-NET: Will the Federal Reserve raise rates into a chaotic Europe, Chinese devaluation, plunging commodity prices-surging US Dollar, and unstable global macro marketplace?


INTEREST RATES will be LOWER for longer. There is compelling opportunity in...

September 18, 2015

Investors assess price based on value while speculators assess value based on price. -Benjamin Graham

We spend a lot of time in the granularity of understanding credit quality and subsequent equity valuation of over 1,100 companies via our sister firm...

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