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An Update on Antrim Investment Research: More Wood to ChopDecember 31st, 2019 seems a disproportionately long time ago. When David McCullough and Ken Burns finally get together to decide just exactly what happened over the past six months,…
Access your “Wise Mind”: The Lessons of Dialectical Behavioral Therapy Applied to Investment ManagementIf you are wondering what mental health theory and practice have to do with investment management, you’ve probably never managed client assets. I’ve spent nearly 11 years on the…
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Investment Philosophy: Thinking Outside the Style BoxInvestors simply love to group stocks and companies together. By industry, by sector, by market cap (large, small, mega, mid, or even micro), and most insidiously, by style. Anyone…
Thinking like private equity: DESP, and the advantages of long term horizons.On Wednesday, April 1st, I published the very first issue of my investment ideas newsletter, Idiosyncratic Risk, which can be found on my website, https://antrimresearch.com/newsletter/ featuring a "long Despegar"…
