The Tale of Transitory Inflation
The Tale of Transitory Inflation
Our goal with this piece is not to comment on this ongoing debate, but rather to question whether transitory inflation is, like the Boogeyman, imaginary.
May 13, 2024
4
min read
Low Margin for Error
Low Margin for Error
As profit margins regress toward the mean, we believe investors should be focused on companies with strong balance sheets and excess free cash flow.
May 02, 2024
4
min read
Seeing Isn't Believing
Seeing Isn't Believing
Despite recent economic success, the average consumer either doesn’t see it, or sees it but doesn’t believe it.
May 02, 2024
4
min read
