Quarterly Investor Letter Q1 2026 April 27, 2026 Cash Is a Position In Q4 2025, we ended our letter by […]
Quarterly Investor Letter Q4 2025 January 30, 2026 As we close out 2025, I want to reflect on what drove […]
Quarterly Investor Letter Q3 2025 October 15, 2025 A Quarter of Change Exuberant markets and rising speculation defined the third […]
Quarterly Investor Letter Q2 2025 August 6, 2025 Market Outlook Despair to euphoria. Although Liberation Day was a mere three […]
April 25, 2025 Quarterly Investor Letter Q1 2025 I’ll Leave The Political Commentary for Others As I write this letter, […]
Quarterly Investor Letter Q4 2024 January 27, 2025 2024 was an eventful year, with our largest position, Nvidia (NVDA), appreciating […]
Quarterly Investor Letter Q3 2024 October 14, 2024 Mistakes Happen – Time for An Honest Discussion A name we’ve discussed […]
Quarterly Investor Letter Q2 2024 July 19, 2024 Market Outlook Continued hopes of near-term rate cuts drove a 3.9% gain […]
April 25, 2024 Quarterly Investor Letter Q1 2024 A Welcome Surprise After discussing Graftech’s (EAF) challenges throughout 2022 and 2023, […]
Quarterly Investor Letter Q4 2023 January 24th, 2024 2023 was an eventful year, with our largest position, Nvidia (NVDA), appreciating […]

Check Your Retirement Readiness in Under 3 Minutes.

Start your journey to financial peace of mind with instant clarity.

Recent Comments

Recent Comments