Search
  • Andrew 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

In the first part of 2022, undercurrents that began to appear in 2021 turned into riptides, sending stock and bond markets down in concert. In my most recent newsletter, I: 1. Explore the market's

"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, owners, partners... ...I mean, for example, if we had a manager

In the August 2021 edition of the newsletter, I: 1. Discuss the increasingly frothy state of venture capital 2. Outline a case against investing in crypto assets 3. As the post-Covid economy spurs in