The Margin

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Tour De Finance: Biking in Belgium (Part 2)

Curtis Auffenberg

Spencer has been doing a wonderful job working remotely and has given us another batch of updates.  If you missed the first race summaries you can find those here. Race 3: TOP 10!! There was a heat advisory today, high of 86F.  I was begging for 86 degrees about 2…

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Tour De Finance: Biking in Belgium

Curtis Auffenberg

Last week our investment analyst, Spencer Seggebruch, embarked on a trip to Belgium to partake in a series of bike races for Volharden, a development team out of Texas. Spencer will be working remote for the next few weeks and will be periodically updating us on how he is performing…

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Happy Easter from Artesys: When it is Ok to Put All of Your Eggs in One Basket

Curtis Auffenberg

Easter Sunday’s date varies each year and rarely it falls on April fool’s day.  But when it does, and just weeks after your coworker (Spencer) is kind enough to misplace your car for you, what do you do? You turn his cubicle into a giant Easter basket. Technically, Easter falls…

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Building Better Benchmarks

Spencer Seggebruch

Selecting an appropriate benchmark is the first step in being able to effectively communicate with investors. How to tell if a benchmark is appropriate? This standard list from (Bailey, 1998) is a helpful starting point for finding a benchmark that is consistent with a manager’s investment process: Unambiguous – The…

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