by David Cleary, CFA | Oct 16, 2021 | The Timber Log
The Timber Log is a quick overview of Timber Point Capital’s weekly investment meeting. If you would like to join the call or have questions about the content, please reach out to Patrick Mullin at pmullin@timberpointcapital.com The information contained herein does...
by David Cleary, CFA | Oct 4, 2021 | The Timber Log
The Timber Log is a quick overview of Timber Point Capital’s weekly investment meeting. If you would like to join the call or have questions about the content, please reach out to Patrick Mullin at pmullin@timberpointcapital.com The information contained herein does...
by David Cleary, CFA | Sep 30, 2021 | Commentary
We’d like to thank our summer analyst interns, Max Persico, John Schreiber and John Hufnagel for all their help this summer and putting this important research piece together for us and our clients. Inflation concerns continue be at the forefront of investors’ minds,...
by David Cleary, CFA | Sep 25, 2021 | The Timber Log
The Timber Log is a quick overview of Timber Point Capital’s weekly investment meeting. If you would like to join the call or have questions about the content, please reach out to Patrick Mullin at pmullin@timberpointcapital.com The information contained herein does...
by David Cleary, CFA | Sep 18, 2021 | The Timber Log
The Timber Log is a quick overview of Timber Point Capital’s weekly investment meeting. If you would like to join the call or have questions about the content, please reach out to Patrick Mullin at pmullin@timberpointcapital.com The information contained herein does...