John O’Connell, our Chairman and CEO, sat down with Mark Bunting to record this brief video about what we think about the current market issues and what is unfolding around the world. While a pandemic affecting the global economy isn’t usually the regular topic of discussion, you’ll notice that many philosophies remain steady and reflect the past, while offering clues towards the future. Please feel free to share with your friends, families, and whoever else may be interested in watching.
While this crisis is very disturbing, it creates, as all market disruptions do, opportunities. We are all cashed up and doing our work looking to buy more great companies at deep discounts.
Be well, stay safe, and if we can help in any way please feel free to reach out. We always have been and are always going to be here for you and your families.
Uncommon Sense 