Andrew BurnsAug 232023 Mid-Year Review: Almost NeverAfter rate-hike upheaval in 2022, the beginning of 2023 has felt like the first semi-normal year in markets since the COVID crash of 2020....
Andrew BurnsMay 10Berkshire Hathaway 2023 Annual Meeting Notes and Summary“What gives you opportunities is other people doing dumb things.” – Warren Buffett, 5/6/2023 I had the pleasure of attending the...
Andrew BurnsMar 72022 in Review: No PrisonersRising interest rates take no prisoners; market action in 2022 was no exception to this rule. In this annual review letter, I: 1. Review...
Andrew BurnsAug 12, 20222022 First Half Update: Watching the Tide Roll AwayIn the first part of 2022, undercurrents that began to appear in 2021 turned into riptides, sending stock and bond markets down in...
Andrew BurnsMay 4, 2022Berkshire Hathaway Annual Meeting Summary 2022"It really feels good to get back and be doing this in person. It’s been three years. And it’s a lot better seeing actual shareholders,...
Andrew BurnsApr 19, 20222021 in Review: Revenge of the (Value) NerdsIn this edition of the newsletter, I: 1. Discuss the end of the "Roaring 2020s" 2. Review performance in 2021 against a changing market...