November 10, 2022
Positioning for a Small Cap Recovery
For long term investors, timing isn’t everything (Nov-22)
October 20, 2022
Carbon: Shareholder Value At Risk
ESG Observations and FY2022 Proxy Voting Report (Oct-22)
September 11, 2022
Are Concentrated Small Cap Portfolios Superior?
Our portfolio size and reporting season results (Sep-22)
August 15, 2022
Déjà Vu All Over Again
Recession fears and bargain prices in quality small caps (Aug-22)
July 20, 2022
The Lower Prices Investors Hoped For Have Arrived
Longwave explains how investors should rejoice when stocks go on sale (Jul-22)
June 15, 2022
Everything Everywhere All at Once
What Changes in the Investment World? (Jun-22)
May 11, 2022
Surviving Hope Mountain
Quality in Focus (May-22)
April 20, 2022
Generating the Highest Returns with the Greatest Probability
Targeting higher returns (Apr-22)
March 15, 2022
A Rod Tidwell Market
“Show me the money!” (Mar-22)
February 14, 2022
Is the (Liquidity) Party Over?
Inflation, interest rates and liquidity (Feb-22)