When you think of Panera Bread, you probably have images of fresh coffee, great baked goods, really tasty salads... and you probably have the assumption that they’re made on premises.

Well, somewhat.  

Recently there was a viral story from a disgruntled Panera employee w...

We can’t change the past, but we can look to the future. 

How’s yours? 

Are you satisfied with your life—your family, your friends, your work, your home, your health? What are the things you can (and want) to change, and what things can’t you affect, in the coming year? 

...

In this episode of The Intelligent Investing Podcast, Eric Schleien and Glenn Surowiec discuss the Index Investing Bubble as well as discuss General Electric (GE) which has been going through a massive restructuring.

 To learn more about this podcast, vis...

For some time, we included in our Mid-Year Letters and Year-End Letters our insight about the political environment and government tension which have characterized the last several years of American life. We consistently strove to remind ourselves that the shenanigans...

I was so pleased to be a part of this Q&A and discussion with The Manual of Ideas, and they've just released the transcript in their May publication. Have a look as we review value investing and recent market developments, observations, and opportunities.

Glenn Surowiec...

Jim Grant on the Bond Market’s 35-Year Bull Run

This important read from Barron's puts the multi-decade bull market into perspective (especially for younger investors), and draws parallels between the peak in yields back in 1984 and the low’s today. The bottom line? Bon...

Check out my recent presentation at the MOI Best Ideas Conference. Looking forward to your thoughts and questions!

-Glenn

Listen to the audio here.

“Alone, we can do so little; together, we can do so much.”

-Helen Keller

In the past few Mid-Year Letters and Year-End Letters, we discussed then-current national and global events and the extent to which those events affected the GDS Investments portfolio. We considere...

From whence shall we expect the approach of danger? Shall some trans-Atlantic military giant step the earth and crush us at a blow? Never. All the armies of Europe and Asia . . . could not by force take a drink from the Ohio River or make a track on the Blue Ridge in t...