In this edition: PROFESSOR’S CORNER From the Desk of Professor Eyzenberg “Alas, liquidity is nice but whereto the equity.” – Sponsor from the Middle Ages “The NAV Awakening: Part I – When Equity Disappears, Invent It” Equity allocators say they’re […]
Category: 2025
2025 2ND QUARTER
In this edition: PROFESSOR’S CORNER From the Desk of Professor Eyzenberg From the Desk of Professor Eyzenberg “History never repeats itself, but it often rhymes.” – (Probably not) Mark Twain Many pundits and colleagues have written about the wave of […]
2025 1ST QUARTER
In this edition: PROFESSOR’S CORNER From the Desk of Professor Eyzenberg “I’m too disciplined to procrastinate—unless I’m not.”– Me It’s been almost two years since our last newsletter. Honestly, we planned to restart a year ago—but life (and the market) had other ideas. If I had to blame one thing, it’d be the relentless velocity […]
