Latest News

Thoughts on MetLife and AIG

Thoughts on MetLife and AIG

Thoughts on MetLife and AIG In some ways, this is a boring time in insurance investing.  A lot of companies seem cheap on a book and/or earnings basis, but they have a lot of capital to deploy as a group, […]

Nintendo: There’s A Glitch – Case Study

Nintendo: There’s A Glitch – Case Study

Nintendo: There’s A Glitch – Case Study by Joshua Kennedy, Sonian Capital Management Executive Summary: NINTENDO (Japan: 7974) is a global leader in the booming video game industry, with a long history of innovation in both hardware and software in […]