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2022 in Review: No Prisoners

Rising interest rates take no prisoners; market action in 2022 was no exception to this rule. In this annual review letter, I: 1. Review...

Berkshire 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,...

2021 in Review: Revenge of the (Value) Nerds

In this edition of the newsletter, I: 1. Discuss the end of the "Roaring 2020s" 2. Review performance in 2021 against a changing market...

August 2021 Newsletter: The "Free Gold" Rush

In the August 2021 edition of the newsletter, I: 1. Discuss the increasingly frothy state of venture capital 2. Outline a case against...

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