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2023 Mid-Year Review: Almost Never

After 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....

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...

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