

Missionary vs. Mercenary Leadership
Q: The essay “How GDS Invests” explains the thought process behind curating a value-driven investment portfolio. One piece of that...
Glenn D. Surowiec
Dec 1, 2022


What Makes a Moat “Defensible”?
Q: If a “moat” is a set of characteristics that help to protect a company against financial or commercial harm, how can you tell if their...
Glenn D. Surowiec
Nov 29, 2022


Rate Hikes & Housing Prices
Q: The Federal Reserve has been hiking interest rates all year. Those increases will push down demand, which is supposed to push down...
Glenn D. Surowiec
Nov 18, 2022


The Fed & Inflation: Some Nuance
The Federal Reserve has been unreservedly steadfast in its commitment to get inflation under control. So far, they’ve raised the federal...
Glenn D. Surowiec
Nov 15, 2022


Working with a Professional
Q: Who should work with a financial advisor or investment manager? If you feel like you need a high-level overview of where you're at,...
Glenn D. Surowiec
Sep 26, 2022


ESG Funds
Q: Are ESG [environmental, social, and corporate governance] funds a good way to invest in companies? There’s no doubt that ESG funds...
Glenn D. Surowiec
Sep 21, 2022


























