Glenn D. Surowiec
Nov 19
Client Update, November 19, 2024: Post-Election Pragmatic Optimism
“ But the essence of good business is knowing when to step on a train and when to step off. ” Richard Rainwater, American investor and...
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Glenn D. Surowiec
Oct 13
Client Update, October 12, 2024: New CEOs and the Leadership Question
“Superior businesses produce a lot of positive surprises. Bad businesses throw up one headache after another.” Value Investor Li Lu ...
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Glenn D. Surowiec
Sep 16
Client Update, September 15, 2024: The Economic Implications of the Election
“ Kamala Harris and Donald Trump are shredding basic economic good sense. ” writer Roger Lowenstein in The New York Times The U.S....
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Glenn D. Surowiec
Aug 20
Client Update, August 20, 2024: The Private Equity Pause
In most letters, we focus on the characteristics that attract us to a particular position. We’ve spoken at length, for example, about...
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Glenn D. Surowiec
Jul 2
Client Update, July 2, 2024: Is Real Estate the Best Long-Term Investment?
“ The stock market is there to serve you and not to instruct you. ” Warren Buffett | Co-founder, chairman and CEO of Berkshire Hathaway ...
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Glenn D. Surowiec
May 17
Client Update, May 17, 2024: Management Qualities that Build Trust
“Everyone wants to just push a button and walk away, which is just plain lazy. The hard way is the way.” Kate Bradley Chernis, CEO of...
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Glenn D. Surowiec
Apr 11
Client Update, April 11, 2024: The value of pulling back the curtain
There is real value in thinking critically about things we normally don’t think about at all.
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Glenn D. Surowiec
Feb 17
Client Update, February 17, 2024: An obsession with recession?
“The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.” Sir John Templeton |...
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Glenn D. Surowiec
Jan 23
Client Update: January 13, 2024
““Happiness, as it’s said, is just results minus expectations.” ― Morgan Housel Happy New Year from GDS Investments! In what is sure to...
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Glenn D. Surowiec
Jan 21
Glenn Appears on MOI Global's Best Ideas 2024
Enjoy the Best Ideas 2024 Q&A with John Mihaljevic where Glenn revisits the past year, what worked (and didn’t) and where he thinks the...
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