Please use the following link to access updates on our coverage following Q1 earnings season, including our updated thoughts on SAIA, AOS, MLI, LII, TSCO, and CMI, as well as our rationale for passing on POOL after conducting a number of diligence calls on the name.
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…
Investment Philosophy: The Local Rock PitIn Chapter 8 of his book, One Up on Wall Street, Peter Lynch imagines a company with all of the characteristics that make for a perfect stock. Some of…
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…
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