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.
Author: Dominick D’Angelo Same Story, Different Year Tech dominated the first half of 2023, with the seven largest components of […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
Please click the button below to download a PDF of the most recent newsletter. TEAM UPDATES AND COMMUNICATIONS Attentive subscribers […]
Quarterly Investor Letter Q1 2023 Author: Dominick D’Angelo Banking – A Commodity Business Without the Upside Not surprisingly, our focus […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
PERSPECTIVE FOR THE NEW YEAR This is the start of the tenth year of our quarterly newsletter. Each year, we […]
Quarterly Investor Letter Q4 2022 Author: Dominick D’Angelo Lessons From 2022 The market and our portfolios had a challenging year […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
Quarterly Investor Letter Q3 2022 Author: Dominick D’Angelo What a Difference a Year Makes Entering 2022, markets were at or […]
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