January 30, 2026 As we close out 2025, I want to reflect on what drove results across the portfolio, where […]
October 15, 2025 A Quarter of Change Exuberant markets and rising speculation defined the third quarter of 2025. Major U.S. […]
August 6, 2025 Market Outlook Despair to euphoria. Although Liberation Day was a mere three months ago, it already feels […]
April 25, 2025 I’ll Leave The Political Commentary for Others As I write this letter, I find myself questioning the […]
January 27, 2025 2024 was an eventful year, with our largest position, Nvidia (NVDA), appreciating over 170% as business remained […]
October 14, 2024 Mistakes Happen – Time for An Honest Discussion A name we’ve discussed on several occasions will no […]
July 19, 2024 Market Outlook Continued hopes of near-term rate cuts drove a 3.9% gain in the S&P 500 in […]
April 25, 2024 A Welcome Surprise After discussing Graftech’s (EAF) challenges throughout 2022 and 2023, Groundhog Day came early in […]
January 24th, 2024 2023 was an eventful year, with our largest position, Nvidia (NVDA), appreciating over 200% as AIbecame mainstream. […]
Author: Dominick D’Angelo The End of an EraLike the Undertaker’s undefeated streak at Wrestlemania (21-0 when he lost to Brock […]
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