RIA Collective Podcast: Blueprint for Independence with Justin Stevens In this compelling episode of RA Collective, host Charlie Van Derven […]
April 25, 2024 Quarterly Investor Letter Q1 2024 A Welcome Surprise After discussing Graftech’s (EAF) challenges throughout 2022 and 2023, […]
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. […]

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