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 […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
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 […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
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 […]
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 Quarterly Investor Letter Q3 2022 Author: Dominick D’Angelo What a Difference a Year Makes Entering […]
Check Your Retirement Readiness in Under 3 Minutes.
Start your journey to financial peace of mind with instant clarity.
Recent Comments