Glenn D. Surowiec
- Oct 25, 2023
Client Update: October 15, 2023
“You only find out who's swimming naked when the tide goes out.” ― Warren Buffett The U.S. economy has been on a wild ride the past...
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Glenn D. Surowiec
- Sep 5, 2023
A September Update for Clients
September 3, 2023 "An investment in knowledge pays the best interest." — Benjamin Franklin As we prepare this letter, the hot...
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Glenn D. Surowiec
- Jul 14, 2023
A July Update for Clients
July 14, 2023 "Deciding what not to do is as important as deciding what to do." Steve Jobs, co-founder of Apple The universal question...
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Glenn D. Surowiec
- May 31, 2023
A Few Thoughts on Alphabet and AI
“The age of AI is filled with opportunities and responsibilities.” Bill Gates, co-founder of Microsoft Nearly halfway through 2023 now,...
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Glenn D. Surowiec
- Mar 3, 2023
The Biggest Mistake Made by Pre-Retirees
For most retirees, retirement means financial independence, an opportunity to step away from employment-related obligations thanks to the...
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Glenn D. Surowiec
- Feb 25, 2023
How does merger & acquisition activity affect company valuation?
The answer to this question varies tremendously. If you’ve seen one merger or acquisition, you’ve seen one merger or acquisition. In...
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Glenn D. Surowiec
- Feb 14, 2023
Which is better: value or growth investing?
This is a trick question. Neither is better; the two concepts are fully compatible. Before we get into why, let’s start by defining what...
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Glenn D. Surowiec
- Feb 8, 2023
Should I be worried about the debt ceiling fight?
When the U.S. government spends more than it earns through taxes and other revenue sources, it makes up the difference by borrowing...
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Glenn D. Surowiec
- Jan 24, 2023
Glenn Appears on MOI Global's Best Ideas 2023
Check out my recent presentation at the MOI Best Ideas Conference 2023. Looking forward to your thoughts and questions! -Glenn
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