Our weekly newsletter provides a brief snapshot of issues we have been working on internally, research topics we have been pursuing, or interesting articles or media that have come across our desk and impacted our thinking.
June 25, 2018

Weekly Thoughts: We Love Lamp?

Here is something that caught our eye this week: We Love Lamp? We are constantly thinking about how to conduct impactful analysis that will actually deliver improved outcomes, not just doing work for the sake of doing work.  Unlike public market investors who receive audited financials […]
October 30, 2017

Weekly Thoughts: Chart or Table?

Here is something that caught our eye this week: Chart or Table? Recently, we have been working on improving our reporting both at the individual company level as well as across the portfolio. As with any reporting initiative, the key objective of our work is […]