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Glenn D. Surowiec
Feb 15
Client Update, February 15, 2025: A new year
“The secret to successful investing is relatively simple: figure out the value of something and then pay a lot less.” Joel Greenblatt...
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Glenn D. Surowiec
Feb 3
Glenn Appears on MOI Global's Best Ideas 2025
Enjoy my Best Ideas 2025 Conference appearance with John Mihaljevic, CFA and Chairman of MOI Global. Listen now >
23
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Glenn D. Surowiec
Dec 18, 2024
Client Update, December 18, 2024: A new world ahead for investors
As we find ourselves a little more than a month out from the presidential election, any surprise from the outcome is settling, and we are...
26
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Glenn D. Surowiec
Nov 19, 2024
Client Update, November 19, 2024: Post-Election Pragmatic Optimism
“ But the essence of good business is knowing when to step on a train and when to step off. ” Richard Rainwater, American investor and...
19
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Glenn D. Surowiec
Oct 13, 2024
Client Update, October 12, 2024: New CEOs and the Leadership Question
“Superior businesses produce a lot of positive surprises. Bad businesses throw up one headache after another.” Value Investor Li Lu ...
15
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Glenn D. Surowiec
Sep 16, 2024
Client Update, September 15, 2024: The Economic Implications of the Election
“ Kamala Harris and Donald Trump are shredding basic economic good sense. ” writer Roger Lowenstein in The New York Times The U.S....
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Glenn D. Surowiec
Aug 20, 2024
Client Update, August 20, 2024: The Private Equity Pause
In most letters, we focus on the characteristics that attract us to a particular position. We’ve spoken at length, for example, about...
11
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Glenn D. Surowiec
Jul 2, 2024
Client Update, July 2, 2024: Is Real Estate the Best Long-Term Investment?
“ The stock market is there to serve you and not to instruct you. ” Warren Buffett | Co-founder, chairman and CEO of Berkshire Hathaway ...
6
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Glenn D. Surowiec
May 17, 2024
Client Update, May 17, 2024: Management Qualities that Build Trust
“Everyone wants to just push a button and walk away, which is just plain lazy. The hard way is the way.” Kate Bradley Chernis, CEO of...
24
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Glenn D. Surowiec
Apr 11, 2024
Client Update, April 11, 2024: The value of pulling back the curtain
There is real value in thinking critically about things we normally don’t think about at all.
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