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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Our Newsletters
Andrew Burns
- Aug 12, 2021
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...
Andrew Burns
- May 4, 2021
Berkshire Hathaway 2021 Annual Meeting Summary
"In first quarter [of 2020] we actually showed a loss of almost $50 billion. I never thought I’d ever see a figure like that. And...
Andrew Burns
- Mar 11, 2021
March 2021: Here Comes The Sun
This newsletter contains our annual review of the crazy year that was 2020. In this edition, I: 1. Review the performance of my own...
Andrew Burns
- Jan 20, 2021
January 2021: Submerging Markets
In this newsletter, we discuss why emerging market stocks, despite trading at lower valuation multiples than stocks in developed markets,...
Andrew Burns
- Aug 29, 2020
The High Cost of Low Rates - August 2020
In our latest newsletter, we discuss the hidden cost of ever-lower interest rates by examining changes in the US housing market over 30...
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