Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
The Value Connection – Q1 2024 ANNUAL LETTER TO CLIENTS ​​​Greetings from Rochester. We hope you are off to as […]
Quarterly Investor Letter Q4 2023 January 24th, 2024 2023 was an eventful year, with our largest position, Nvidia (NVDA), appreciating […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
The Value Connection – Q4 2023 Please click the button below to download a PDF of the most recent newsletter. […]
Quarterly Investor Letter Q3 2023 Author: Dominick D’Angelo The End of an EraLike the Undertaker’s undefeated streak at Wrestlemania (21-0 […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
The Value Connection – Q3 2023 Please click the button below to download a PDF of the most recent newsletter. […]
Nvidia graphics logo
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.
Quarterly Investor Letter Q2 2023 Author: Dominick D’Angelo Same Story, Different Year Tech dominated the first half of 2023, with […]

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