

Glenn D. Surowiec
- Jan 25, 2022
Conducting Due Diligence
What steps can I take to figure out if an asset is a good buy or not? What pieces of information do I need to look at, where do I find that information, and how do I use it? For my own part, I follow a multi-step process that works like a funnel. At the top of the funnel, I do a lot “information scanning” to identify companies that might be of interest to me. From there, I go through a qualification process that starts with quantitative metrics and then moves into qualitative
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Glenn D. Surowiec
- Jan 18, 2022
Setting 2022 Up for Success
What are people not thinking about enough right now, or for 2022? What's an action step people can take to set the stage for success in 2022? Last month, I addressed what people should be thinking about as 2021 comes to a close, and I emphasized that the underlying principles of value investing remain true year after year. Today, though, I want to look at the reverse of the question: what should forward-looking people be thinking about as 2022 begins? It’s important to rememb
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