top of page
Search
  • Writer's pictureAndrew Burns

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 backdrop

3. Explore the potential for recent, persistent inflation to cause a "deflation" in financial assets

As always, I look forward to hearing your thoughts, comments, and criticisms!

Please feel free to share this letter or reach out to me for further discussion by replying to this email or by reaching out on Twitter @conover_ab.

Click below to read the full letter.

Revenge of the Value Nerds - Final
.pdf
Download PDF • 294KB

0 comments

Recent Posts

See All

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. In this letter, I: 1. Am reminded why I don't short stocks 2

“What gives you opportunities is other people doing dumb things.” – Warren Buffett, 5/6/2023 I had the pleasure of attending the Berkshire Hathaway annual meeting this past weekend in Omaha, as I have

Rising interest rates take no prisoners; market action in 2022 was no exception to this rule. In this annual review letter, I: 1. Review my investment performance against a difficult market backdrop 2

bottom of page