Quarterly Investor Letter Q2 2023 Author: Dominick D’Angelo Same Story, Different Year Tech dominated the first half of 2023, with […]
The Value Connection – Q2 2023 Please click the button below to download a PDF of the most recent newsletter. […]
Quarterly Investor Letter Q1 2023 Author: Dominick D’Angelo Banking – A Commodity Business Without the Upside Not surprisingly, our focus […]
The Value Connection – Q1 2023 PERSPECTIVE FOR THE NEW YEAR This is the start of the tenth year of […]
Quarterly Investor Letter Q4 2022 Quarterly Investor Letter Q4 2022 Author: Dominick D’Angelo Lessons From 2022 The market and our […]
Quarterly Investor Letter Q3 2022 Quarterly Investor Letter Q3 2022 Author: Dominick D’Angelo What a Difference a Year Makes Entering […]
The Value Connection – Q4 2022 Update From Your Advisors Today, more than usual, people are asking questions. Where are […]
Quarterly Investor Letter Q2 2022 Quarterly Investor Letter Q2 2022 Author: Dominick D’Angelo Follow Up – Management Incentives Our Q1 […]
The Value Connection – Q3 2022 The Value Connection – Q3 2022 Mid-Year Letter to Clients On this 4th of […]
Quarterly Investor Letter Q1 2022 Author: Dominick D’Angelo Recent Thoughts – Management Incentives What should an investor in a company […]

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