by Brandon Ladoff | Jul 22, 2026 | Public Insights
Long-term ownership in a passive market Artificial intelligence has become a large question mark over the future of many companies. It hit a public market that was rebuilt over 20 years to trade without an opinion or patience. The collision is mispricing the...
by Brandon Ladoff | Apr 2, 2026 | Public Insights
Vision & Mission Our vision is that public markets are both beautiful and broken. Beautiful because they give us full access to an opportunity set that contains many of the world’s strongest businesses. But broken because human behavior and incentives have caused...
by Brandon Ladoff | Feb 27, 2026 | Public Insights
The Software Debate Through Workday’s Eyes February 27, 2026 Periods of confusion can be valuable for the curious. Confusion can cause those with deep knowledge in the area to start talking and sharing more. And the good kind of talking and sharing where they’re...
by Brandon Ladoff | Jan 20, 2026 | Public Insights
January 30, 2026 The following reflects personal views of the author as of the publication date and is not intended as investment advice or a description of any investment strategy or performance. Opinions may change and should not be relied upon for investment...
