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Newsletter
The Power of Business Durability
In investing, attention often gravitates toward fast-growing companies promising rapid expansion over a few short years. Yet, the most enduring sources of shareholder value typically ...
Podcast
Know What You Own – Episode 9: The Honeywell Split
Welcome to Episode 9 of the Know What You Own Podcast. On today’s episode, we explore Honeywell International, the industrial conglomerate and global leader in ...
Podcast
Know What You Own – Episode 8: The Business of Defense: Huntington Ingalls Industries
Welcome to Episode 8 of the Know What You Own Podcast. On today’s episode, we dive into the trends in U.S. shipbuilding and defense spending ...
Podcast
Know What You Own – Episode 7: The Case for Gold
Welcome to Episode 7 of the Know What You Own Podcast. On today’s episode, we examine the role of gold in investment portfolios and explore ...
Podcast
Know What You Own – Episode 6: PepsiCo Unpacked
Welcome to Episode 6 of the Know What You Own Podcast with Hemisphere Capital Management Inc. On today’s episode, we unpack the PepsiCo portfolio, trends ...
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