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 […]
I spent the month of July putting together my thoughts on our largest portfolio holding, Nvidia. As an owner of this business, I think it would be well worth the time to read this document to better understand our position and our team's thinking about how to proceed.
Check Your Retirement Readiness in Under 3 Minutes.
Start your journey to financial peace of mind with instant clarity.
Recent Comments