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...
Glenn D. Surowiec
Oct 25, 2023
18
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...
Glenn D. Surowiec
Sep 5, 2023
19
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...
Glenn D. Surowiec
Jul 14, 2023
5
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,...
Glenn D. Surowiec
May 31, 2023
7
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...
Glenn D. Surowiec
Mar 3, 2023
32
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...
Glenn D. Surowiec
Feb 25, 2023
53
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...
Glenn D. Surowiec
Feb 14, 2023
17
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...
Glenn D. Surowiec
Feb 8, 2023
26
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
Glenn D. Surowiec
Jan 24, 2023
44
