Writings
Quarterly Letters to Clients
2025
2024
2023
Reflections on Investing
Thoughts and discussions regarding a fundamentally-focused and value-based investment process.
Capital Cycles (February 19, 2025)
For the Love of the Game (December 20, 2024)
Reframing the “Long-Term” (September 30, 2024)
What is Value Investing? (August 5, 2024)
Other Commentary