Bottom-Up vs Top-Down Investing
Should investors pay more attention to macro-economic trends or to individual company characteristics when making investment decisions? I...
Glenn D. Surowiec
Oct 14, 2021
Principle- and Ethics-Driven Investing
Where do principles, ethics, and personal values fit into ‘value investing’? If I’m concerned about sustainability, corporate...
Glenn D. Surowiec
Oct 5, 2021
Q&A: Are commodities worth investing in?
You’ve talked in your writing about a lot of different types of investments – technology, pharma, retail, real estate, etc. – but you...
Glenn D. Surowiec
Sep 17, 2021
Mid-Year Investor Update: Summer 2021
Invest in inflation. It's the only thing going up. Will Rogers Inflation is as violent as a mugger, as frightening as an armed robber,...
Glenn D. Surowiec
Sep 12, 2021
Q&A: How do you evaluate capital reinvestments?
Many companies reinvest their cash flow or new capital back into the business. Sometimes that strengthens the business, and sometimes it...
Glenn D. Surowiec
Sep 8, 2021
What’s the latest on market conditions?
Summer 2021 was supposed to be wild and carefree, the so-called “Hot Vax Summer” (as CNN Business wrote back in May) that would show the...
Glenn D. Surowiec
Sep 2, 2021
Q&A: What is a moat?
Each month, we break down topics related to value investing. Have a question? Reach out to us. You’ve brought up the concepts of “moats”...
Glenn D. Surowiec
Aug 23, 2021
Q&A: How do you ensure a property purchase will add to personal wealth?
Each month, we break down topics related to value investing. Have a question? Reach out to us. When buying property to rent out, or even...
Glenn D. Surowiec
Aug 19, 2021
Q&A: What is the difference between investing and speculation?
Each month, we break down topics related to value investing. Have a question? Reach out to us. What makes ‘investing’ different from...
Glenn D. Surowiec
Aug 16, 2021
Q&A: What’s the tipping point between disciplined patience and taking action?
Each month, we break down topics related to value investing. Have a question? Reach out to us. If the psychological aspect of investing...
Glenn D. Surowiec
Jul 30, 2021
