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Glenn D. Surowiec

Registered Investment Advisor

610.436.1120 (direct)
484.888.9155 (mobile)
409 Locust Lane N
West Chester, PA 19380

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GDS Investments, LLC specializes in IRAs, individual and joint accounts, though we work with all account types that have a two- to three-year investment horizon. We manage accounts on behalf of businesses and individuals.

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How to Construct a Winning Investment Thesis by John Mihaljevic

May 23, 2013

Check out this article share on Beyond Proxy and the commentary from John:

 

"The following is my full interview with Glenn Surowiec from April 2012. I have to admit I found Glenn’s investment thesis on both Overstock and Bank of America compelling but somehow failed to act.

 

Maybe I suffered from the same shortsightedness that keeps many investors from seizing an investment opportunity. If I recall correctly, I passed on Overstock because I thought they would have a tough time competing against Amazon.com and because I was not sure the Overstock brand lent itself to gift-related categories in which the potential buyer did not want to gift someone an “overstock” item. The company’s roller-coaster history with short sellers may also have played a role in my decision, although I have always held Patrick Byrne in the highest regard. Looking back, I committed one of the rookie mistakes of investing: I let prejudice and some fundamental concerns detract from the actual facts, which included a rapidly improving financial profile. I also failed to calibrate my fundamental assessment versus Overstock’s extremely low valuation. What would you have done at the time?"

 

http://www.beyondproxy.com/investment-thesis/

 

 

 

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Glenn D. Surowiec
Registered Investment Advisor

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