Update: Strayer Education
Strayer Education and most of the for-profit education industry reported declining new student enrollment during the quarter which caused stock prices to For more great content, visit BeyondProxy
View ArticleOn Selling Aeropostale
We sold our entire position in Aeropostale after it reported same store sales declined 11 percent in the first quarter and management For more great content, visit BeyondProxy
View ArticleShould We Invest Solely in Compound Machines?
We often run into many opportunistic type investment opportunities and have successfully invested in them in the past. Our concern is we often For more great content, visit BeyondProxy
View ArticleThe Importance of Learning About Human Behavior
One of our core beliefs is that human behavior is predictable. We can often read the character of leaders by observing how For more great content, visit BeyondProxy
View ArticleResults Oriented or People Focused
We are currently examining whether we should avoid investing in results-oriented leaders and instead solely focus on investing in people focused leaders. For more great content, visit BeyondProxy
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