“[What we do] is such a simple approach that it’s almost deceptive.” – Warren Buffett I had the great pleasure of attending the Berkshire...

After rate-hike upheaval in 2022, markets in 2023 offered a nice rebound. The year also contained the five-year anniversary of Conover, a...

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....

“What gives you opportunities is other people doing dumb things.” – Warren Buffett, 5/6/2023 I had the pleasure of attending the...

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

In the first part of 2022, undercurrents that began to appear in 2021 turned into riptides, sending stock and bond markets down in...