Frequently the commentary on our website will analyze the musings of various investment luminaries. Recently, Howard Marks, co-founder of Oaktree Capital Management, penned a memo, which gained attention on a number of investment websites and
The D&K Blog will periodically attempt to cover interesting companies and stocks. If I asked you whether Domino’s has outperformed FANG over the last eight years, would you have said yes? DPZ claims to be
The move to passive investing, into index funds and out of actively managed mutual funds, means more money flowing into the largest companies in the S&P 500. Are we witnessing a self-fulfilling prophecy where the
Virtually every morning our investment committee engages in a lively exploration of many topics. These discussions range from viewpoints on the macro economic environment, to geopolitical issues, market trends, sector developments, company specific changes, etc.