David Sherman

Honored to be interviewed on Inside Active podcast by Bloomberg Intelligence for those interested in value investing. podcasts.apple.com/us/podcast/cro… Link to prospectus and disclosures below: crossingbridgefunds.com/riverpark-stra… #bloomberg #invest #Investments #MoneyManagement #MoneyMindset

Sand Hill Crane migration

CrossingBridge 4Q25 Investor Letter Of particular interest is our proprietary model on U.S. Market & Policy Amplitude Timeline (1825-2026) which we hope to may interactive on CrossingBridge's website over the several weeks blog.crossingbridgefunds.com/hubfs/Tap-%20C… #bonds #debt #loan #highyield

@ianbremmer @grok Every Nation For Themselves by Ian Bremmer synopsis and critical assessment

just sayin

#venezuela (Thread - 4) But, do not kid yourselves....if Venezuela had little resources to offer, the term "no beuno" for US involvement.  If one subscribes to the scientific theory that for every action there is a reaction, I am deeply concerned. Have a safe and healthy 2026

#venezuela (Thread - 3) Hopefully, this will will help the people of Venezuela without US entanglement and loss of lives.  Hopefully, this will not embolden Russia and China.  Hopefully, this will lead to a domino effect of unshackling other people under authoritarian rule.

#venezuela (Thread - 2) It has the added benefit that it may result in humanitarian benefits - if only the world was so simple.  Let’s also not forget midterm elections in which this “wag your dog” may reunify Trump’s splintering base and rally Latino support.

#Venezuela (Thread - 1) Under the narrative of a war on drugs, action was pursued. The reality is this about the natural resources of Venezuela - not just oil but rare earth metals, copper, gold etc.  And Venezuela is a mother lode.

CrossingBridge 3Q25 Investor Letter blog.crossingbridgefunds.com/blog/q3-2025-c… We discuss #FirstBrands and #CompassDiversified ($CODI) as well as a very #Credit Outlook. #HighYield #JunkBonds #Credit #BankDebt #PrivateDebt #MutualFunds

@Ritholtz Your knowledge share at Camp Kotok is stellar!

CrossingBridge’s 1Q25 Investor Commentary entitled “One Fall Can Change It All” blog.crossingbridgefunds.com/blog/q1-2025   Feel free to share widely – it’s not just for financial folks. #bonds #debt #Markets #Investing #TrumpTarrifs

Lipper names CrossingBridge Advisors Named “Best Fixed Income Small Fund Family Group” in US Press Release: prnewswire.com/news-releases/… #FixedIncome #Bonds #HighYield #MutualFunds #ETFs #UCITs

CrossingBridge’s 4Q24 Commentary entitled Blowin’ in the Wind can be found:  blog.crossingbridgefunds.com/blog/q4-2024   Feel free to share with others and we welcome feedback. #bonds #highyield #credit #Invest #fixedincome #rates

@bkclaims Exactly. Happy Thanksgiving

Well, as they say… people sell for a million reasons but only buy for one. ;) I hear you and defer to your wisdom. I’ve found holding onto winners to be the hardest lesson—it’s taken me 15 years to realize you should water your flowers, not your weeds. Wonder what else I’ll learn in another 15 years. Haha, slow learner here.

Buying: easy. Selling: easy-ish. Holding: well, that, as they say… will make you a man.

CrossingBridge's 3Q24 investor commentary:   blog.crossingbridgefunds.com/blog/q3-2024   Feel free to share. #Funds #HighYield #Bonds #Investing #NYU

@BillAckman Another school to focus from insensitivity …. University of Maryland grants permit for pro-Palestinian group’s campus rally on October 7 jpost.com/diaspora/antis…

@AswathDamodaran Both graphs are great. I may incorporate in the NYU Stern’s Global Value Investing class on Thursday nights this Fall. Stop by

In pricing, where the name of the game is finding a pricing metric and a peer group, the scalar will shift from revenue drivers to revenues to earnings to book value, as will the challenges in finding peer groups and controlling for differences. bit.ly/46VYlm0

The corporate life cycle can be measured on three dimensions: its length (how long a business lasts), its height (how big it gets), * slope ( how quickly it scales up). Capital intensity, customer inertia, access to funding & management ambitions all play a role: bit.ly/46VYlm0

@texasrunnerDFW @EconguyRosie Exactly! Of course if rates drop to levels at or below the 2019/20 era then maybe refi will occur to generate more consumer disposals income. But, then housing prices will not correct. A painful circular iteration. What are your thoughts?

@EconguyRosie Another thing rate cuts won’t save, that people mistakenly think will

Home Depot guides lower, and the stock price rallies 1.5%!  Time to dust off the Alan Greenspan “irrational exuberance” speech!!