Articles of Interest

Sycamore set to take $1 billion out of Staples | Adam Lewis

Editor’s Comment: My good friend, Ron DeMattia of Corporate Value Partners sent me this article. It’s more data for the series of discussions he and I have had about the M&A business done right and done wrong. The wrong way (in our view) is adding debt to dividend shareholders; a few people gain and many people lose. Staples …

Sycamore set to take $1 billion out of Staples | Adam Lewis Read More »

Second-Order Thinking: What Smart People Use to Outperform | Shane Parrish

Editor’s Comment: I ran into the Farnam Street blog and Parrish quite by accident. What I found is a fascinating learning community “dedicated to improving self-education in a learning community environment”. This particular article relates to Howard Marks’ recently published book, “The Most Important Thing”. Both Marks’ book and Parrish’ blog primarily interest the investment …

Second-Order Thinking: What Smart People Use to Outperform | Shane Parrish Read More »

How Socially Responsible Investing Lost Its Soul | Rachel Evans

Editor’s comment: As with every fad and trend I’ve witnessed, there are a lot of fakers in the early years of growth. ESG Investing (Environmental, Social and Governance) is another of those places. This Bloomberg article takes a deep dive into the methods by which some ESG funds have become more marketing than truth. Link to …

How Socially Responsible Investing Lost Its Soul | Rachel Evans Read More »