Topics of Interest
> 1/10/14 Capital Allocation is perhaps the central investment topic
> 4/11/13 No, in early 2013, the Equity Markets are Not in a Bubble
> 10/16/12 Capco Takes on the Federal Budget
> 10/13/11 Inflation: A Collection of Thoughts
> 10/04/10 Investor Fatigue with Equity Investing
> 07/05/10 How We Think About Performance
> 09/30/09 The Capco Story (slide presentation)
> 02/06/09 Value Investing by Will Harrell (video presentation)
> 01/08/09 Is This the Beginning of a Second Great Depression?
> 10/03/08 On Avoiding Risk
> 10/01/07 The Mortgage Crisis
> 04/05/07 The Housing Bubble
> 04/03/06 On Being A Good Partner