

Client Update, February 15, 2025: A new year
“The secret to successful investing is relatively simple: figure out the value of something and then pay a lot less.” Joel Greenblatt...
Glenn D. Surowiec
Feb 15
37

Glenn Appears on MOI Global's Best Ideas 2025
Enjoy my Best Ideas 2025 Conference appearance with John Mihaljevic, CFA and Chairman of MOI Global. Listen now >
Glenn D. Surowiec
Feb 3
33


Client Update, December 18, 2024: A new world ahead for investors
As we find ourselves a little more than a month out from the presidential election, any surprise from the outcome is settling, and we are...
Glenn D. Surowiec
Dec 18, 2024
32


Client Update, November 19, 2024: Post-Election Pragmatic Optimism
“ But the essence of good business is knowing when to step on a train and when to step off. ” Richard Rainwater, American investor and...
Glenn D. Surowiec
Nov 19, 2024
25


Client Update, October 12, 2024: New CEOs and the Leadership Question
“Superior businesses produce a lot of positive surprises. Bad businesses throw up one headache after another.” Value Investor Li Lu ...
Glenn D. Surowiec
Oct 13, 2024
20


Client Update, September 15, 2024: The Economic Implications of the Election
“ Kamala Harris and Donald Trump are shredding basic economic good sense. ” writer Roger Lowenstein in The New York Times The U.S....
Glenn D. Surowiec
Sep 16, 2024
11


Client Update, August 20, 2024: The Private Equity Pause
In most letters, we focus on the characteristics that attract us to a particular position. We’ve spoken at length, for example, about...
Glenn D. Surowiec
Aug 20, 2024
12


Client Update, July 2, 2024: Is Real Estate the Best Long-Term Investment?
“ The stock market is there to serve you and not to instruct you. ” Warren Buffett | Co-founder, chairman and CEO of Berkshire Hathaway ...
Glenn D. Surowiec
Jul 2, 2024
6


Client Update, May 17, 2024: Management Qualities that Build Trust
“Everyone wants to just push a button and walk away, which is just plain lazy. The hard way is the way.” Kate Bradley Chernis, CEO of...
Glenn D. Surowiec
May 17, 2024
26


Client Update, April 11, 2024: The value of pulling back the curtain
There is real value in thinking critically about things we normally don’t think about at all.
Glenn D. Surowiec
Apr 11, 2024
12