

Glenn D. Surowiec
Feb 17, 2024
Client Update, February 17, 2024: An obsession with recession?
“The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.” Sir John Templeton |...
130


Glenn D. Surowiec
Jan 23, 2024
Client Update: January 13, 2024
““Happiness, as it’s said, is just results minus expectations.” ― Morgan Housel Happy New Year from GDS Investments! In what is sure to...
19

Glenn D. Surowiec
Jan 21, 2024
Glenn Appears on MOI Global's Best Ideas 2024
Enjoy the Best Ideas 2024 Q&A with John Mihaljevic where Glenn revisits the past year, what worked (and didn’t) and where he thinks the...
25


Glenn D. Surowiec
Oct 25, 2023
Client Update: October 15, 2023
“You only find out who's swimming naked when the tide goes out.” ― Warren Buffett The U.S. economy has been on a wild ride the past...
18

Glenn D. Surowiec
Sep 5, 2023
A September Update for Clients
September 3, 2023 "An investment in knowledge pays the best interest." — Benjamin Franklin As we prepare this letter, the hot...
19


Glenn D. Surowiec
Jul 14, 2023
A July Update for Clients
July 14, 2023 "Deciding what not to do is as important as deciding what to do." Steve Jobs, co-founder of Apple The universal question...
5


Glenn D. Surowiec
May 31, 2023
A Few Thoughts on Alphabet and AI
“The age of AI is filled with opportunities and responsibilities.” Bill Gates, co-founder of Microsoft Nearly halfway through 2023 now,...
7


Glenn D. Surowiec
Mar 3, 2023
The Biggest Mistake Made by Pre-Retirees
For most retirees, retirement means financial independence, an opportunity to step away from employment-related obligations thanks to the...
32


Glenn D. Surowiec
Feb 25, 2023
How does merger & acquisition activity affect company valuation?
The answer to this question varies tremendously. If you’ve seen one merger or acquisition, you’ve seen one merger or acquisition. In...
51


Glenn D. Surowiec
Feb 14, 2023
Which is better: value or growth investing?
This is a trick question. Neither is better; the two concepts are fully compatible. Before we get into why, let’s start by defining what...
17