

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....
Glenn D. Surowiec
Sep 16, 2024


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...
Glenn D. Surowiec
Aug 20, 2024


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 ...
Glenn D. Surowiec
Jul 2, 2024


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...
Glenn D. Surowiec
May 17, 2024


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.
Glenn D. Surowiec
Apr 11, 2024


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 |...
Glenn D. Surowiec
Feb 17, 2024


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...
Glenn D. Surowiec
Jan 22, 2024


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...
Glenn D. Surowiec
Jan 21, 2024


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


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























