value and opportunity

John Hempton is frustrated that he didn’t outperform more in March

A sobering look at the future of the restaurant industry (US)

Mark Cuban funded at Covid-19 compliance test of reopened restaurants in Dallas. The results are not good.

Some interesting thoughts from Prof. Galloway on “unusual” business strategies and their long term impacts (Apple, Amazon, Walmart etc.)

Disney will be the bellwether to see if and when things in tourism go back to normal

The Graham & Doddsville Spring 2020 issue is out

According to Glassdoor, the companies with the best Glassdoor employer ratings outperform indices significantly over time