February 4, 2022
Carbon, Slavery and Poker
ESG Observations and 1H2022 Proxy Voting Report (Jan-22)
January 18, 2022
Being Early is Not as Important as Being Right
Flywheels or Waterwheels (Jan-22)
December 13, 2021
Unlocking the Source of Long-term Equity Returns
Small Cap Growth vs Equity Dilution (Dec-21)
November 22, 2021
Benefits of Small Caps in an Equity Portfolio
The four primary ways Small caps provide diversification (Nov-21)
October 12, 2021
Inflation and Bond Yields Coming Out of Lockdown
Rise of inflation and bond yields (Oct-21)
September 22, 2021
A Reporting Season All About Growth
Quality businesses heading in the right direction (Sep-21)
August 17, 2021
The Rise of Intangibles (and Fall of Earnings Quality)
Shift from tangible to intangible assets (Aug-21)
July 27, 2021
Investors Can Do Well If Companies Do Better On ESG
ESG matters (Jul-21)
July 1, 2021
Can We do Well by Being Good?
ESG Observations and FY2021 Proxy Voting Report (Jul-21)
June 11, 2021
The Liquidity Cycle and the Value of Scarcity
The influence of market liquidity (May-21)