Archive - Common Shares

Back very soon!

Jun 11 •

May 2025

A broken thesis

May 12 •

Brookfield 1Q25 | Industry Themes

May 10 •

GM 1Q25 & Tariffs | Port. updt.

+ a new holding

May 3 •

April 2025

+ Citi / Ally 1Q update

Apr 22 •

Apr 12 •

Market Volatility

Hello everyone!

Apr 9 •

March 2025

Big Picture: Alt. Asset Mgrs.

& the PGHN investor day

Mar 29 •

KKR/Brookfield 4Q

A look at recent developments

Mar 22 •

Another "man overboard" moment.

Mar 15 •

February 2025

4Q: GM | The "T" Word

GM reported a strong year, and put out guidance a little lower than last year’s results, but basically in line.

Feb 15 •

January 2025

I forgot the data!

Jan 25 •

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