3Q 2017 Letter to Investors

Updated: Mar 29, 2018

We take a look at the valuation of bonds vs. stocks and ask what we can learn from the Equifax debacle. This leads to a discussion of how companies can be more friendly to shareholders by holding management accountable for its mistakes.


Read the 3Q 2017 Letter


150 North Michigan Ave

Suite 800

Chicago, IL 60601

312.445.8562

  • Twitter - Grey Circle

© 2020 Midway Capital Research & Management LLC