The Value Connection – Q3 2022 Mid-Year Letter to Clients On this 4th of July weekend, I’m reflecting on the […]
Quarterly Investor Letter Q1 2022 Author: Dominick D’Angelo Recent Thoughts – Management Incentives What should an investor in a company […]
The Value Connection – Q2 2022 Five Years This is the most excited I’ve been to write a newsletter in […]
Quarterly Investor Letter Q4 2021 Author: Dominick D’Angelo Portfolio Update Teekay LNG (TGP) – On October 4th, Teekay LNG announced […]
The Value Connection – Q1 2022 Team Updates Congratulations are in order! Adam Deutsch passed his Certified Financial Planner exam […]
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