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 7, 2019

In this episode of The Intelligent Investing Podcast, Eric Schleien and Glenn Surowiec discuss the Index Investing Bubble as well as discuss General Electric (GE) which has been going through a massive restructuring.

 To learn more about this podcast, vis...

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...

January 9, 2019

“Alone, we can do so little; together, we can do so much.”

-Helen Keller


In the past few Mid-Year Letters and Year-End Letters, we discussed then-current national and global events and the extent to which those events affected the GDS Investments portfolio. We considere...

August 15, 2017

I always tell my clients: 90% of the financial advice out there is bad. Just plain bad. My job is to find the 10% – the relevant, the useful, the informed – and get it into the hands of my clients. Here are the three trends and revelations making their way into my 10%...