Frank Byrd and Stephen Korn
Mar 29, 2020
The Perfect Scenario (Fingers Crossed!)
Amidst all the anxiety and scary headlines, we wanted to update you on our latest thoughts. A summary of what follows: What this means...
Frank Byrd and Stephen Korn
Mar 16, 2020
Lies, Damn Lies, and Coronavirus Statistics
As the media coverage intensifies over coronavirus (CV), we are compelled to share some under-reported observations and some variant...
Frank Byrd, CFA
Oct 22, 2019
Frustrate a Hacker
"If you reveal your secrets to the wind, you should not blame the wind for revealing them to the trees.” ― Kahlil Gabran We recently...
Frank Byrd, CFA
Oct 22, 2019
Looking Backward, Thinking Forward
"The best fighter is not a Boxer, Karate or Judo man. The best fighter is someone who can adapt on any style.” ― Bruce Lee Dear...
Frank Byrd, CFA
Jun 16, 2019
Investing Alongside Founders
My podcast interview on Founder-Led Companies.
Frank Byrd and Stephen Korn
May 18, 2019
The Illusion of Safety
"We mustn't lose touch with those moments of history, which are really quite chaotic and volatile… The idea that the worst thing that...
Frank Byrd, CFA
Apr 12, 2019
Not Your Grandfather's World
Since 2007, over two thirds of the world’s economic growth has come from China. It is thus critical to understand China looking forward....
Frank Byrd, CFA
Feb 10, 2019
The Ultimate Signpost
On the Money: “What amazes me more than any spectacle of boom-and-bust is our capacity as a species to witness speculative bubble...
Frank Byrd, CFA
Jan 14, 2019
Bargain? Or Devil's Bargain?
Bargain? Or Devil's Bargain? No one asked for falling securities prices for the Holidays, but that’s what we got. Then we've had to...
Frank Byrd, CFA
Dec 29, 2018
A Gift, Not a Lump of Coal
“... our job is to help you be greedy when others are frightened, and cautious when others are greedy... Correction can be a scary...