On Glenn's Desk | News and Insights from GDS Investments

Commentary from GDS

We post mid-year and end-of-year client updates, and post presentations and resources that give insights into our process, positions, and investing philosophy. Explore our commentary by year:

Q&A: How can you tell when you’re on the wrong side of change?

Glenn D. Surowiec

3 hours ago

Q&A: How can you tell when you’re on the wrong side of change?

Each month, we break down topics related to value investing. Have a question? Reach out to us. What advice do you have for figuring out...

Q&A: Should we be worried about inflation?

Glenn D. Surowiec

2 days ago

Q&A: Should we be worried about inflation?

Each month, we break down topics related to value investing. Have a question? Reach out to us. Inflation (as measured by consumer prices)...

Q&A: Are technology investments like cryptocurrency, NFTs, etc. worth it?

Glenn D. Surowiec

3 days ago

Q&A: Are technology investments like cryptocurrency, NFTs, etc. worth it?

Each month, we break down topics related to value investing. Have a question? Reach out to us. What's your take on technology-oriented...

Q&A: “Buy Low, Sell High:” Does this advice apply to value investing?

Glenn D. Surowiec

Jul 15

Q&A: “Buy Low, Sell High:” Does this advice apply to value investing?

Each month, we break down topics related to value investing. Have a question? Reach out to us. One of the most common and standard pieces...

Q&A: The Complete Picture of a Company's Value

Glenn D. Surowiec

Jun 30

Q&A: The Complete Picture of a Company's Value

Each month, we break down topics related to value investing. Have a question? Reach out to us. If the intrinsic value of an asset at a...

Q&A: Factoring Unknowns when Estimating Business Value

Glenn D. Surowiec

Jun 23

Q&A: Factoring Unknowns when Estimating Business Value

Each month, we break down topics related to value investing. Have a question? Reach out to us. Winter storm (“Winter Storm Uri”) in Texas...

Glenn D. Surowiec

Jan 29

Year-End Investor Update: 2020

“If you’re going through hell, keep going.” WINSTON CHURCHILL “Only if you have been in the deepest valley, can you ever know how...

Glenn D. Surowiec

Jan 27

Best Ideas Presentation: 2021

Check out my recent presentation at the MOI Best Ideas Conference 2021. Looking forward to your thoughts and questions! -Glenn

Glenn D. Surowiec

Jul 28, 2020

Mid-Year Investor Update: 2020

“Be civil to all; sociable to many; familiar with few; friend to one; enemy to none.” Benjamin Franklin As I write this regular update in...

Glenn D. Surowiec

Mar 13, 2020

Manual of Ideas Podcast: March 2020

I was so pleased to be a part of this discussion with The Manual of Ideas, and they've just released the MP3. Have a listen as we review...

Commentary from GDS

Q&A: How can you tell when you’re on the wrong side of change?

Q&A: Should we be worried about inflation?

Q&A: Are technology investments like cryptocurrency, NFTs, etc. worth it?

Q&A: “Buy Low, Sell High:” Does this advice apply to value investing?

Q&A: The Complete Picture of a Company's Value

Q&A: Factoring Unknowns when Estimating Business Value

Year-End Investor Update: 2020

Best Ideas Presentation: 2021

Mid-Year Investor Update: 2020

Manual of Ideas Podcast: March 2020

Glenn D. Surowiec

Registered Investment Advisor

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Q&A: How can you tell when you’re on the wrong side of change?

Q&A: Should we be worried about inflation?

Q&A: Are technology investments like cryptocurrency, NFTs, etc. worth it?

Q&A: “Buy Low, Sell High:” Does this advice apply to value investing?

Q&A: The Complete Picture of a Company's Value

Q&A: Factoring Unknowns when Estimating Business Value

Year-End Investor Update: 2020

Best Ideas Presentation: 2021

Mid-Year Investor Update: 2020

Manual of Ideas Podcast: March 2020

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