On Glenn's Desk

March 13, 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 recent market developments, observations, and opportunities. I discuss the dislocations and opportunities in the energy sector as a...

November 12, 2019

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...

November 11, 2019

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? 


September 21, 2019

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...

June 11, 2019

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...

February 12, 2019

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...

February 6, 2019

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