Andrew BurnsAug 142024 Mid-Year Newsletter: Gold Medal StocksI enjoyed watching the Olympics this summer where the world's strongest, fastest, and best are lauded in their quests for gold. However,...
Andrew BurnsMay 8Berkshire Hathaway 2024 Annual Meeting Summary“[What we do] is such a simple approach that it’s almost deceptive.” – Warren Buffett I had the great pleasure of attending the Berkshire...
Andrew BurnsMar 142023 Year-End Review: Five YearsAfter rate-hike upheaval in 2022, markets in 2023 offered a nice rebound. The year also contained the five-year anniversary of Conover, a...
Andrew BurnsAug 23, 20232023 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 10, 2023Berkshire 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 7, 20232022 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...