2023

 

2023.12.31 - Investment Commentary:  Winter 2024                                            Download as PDF

2023.07.18 - Portfolio Developments: Summer 2023                                            Download as PDF

2023.05.05 - A Closer Look:  Charles Schwab                                                               Watch Video

2023.04.17 - Investment Commentary: Spring 2023                                             Download as PDF

2023.01.17 - Investment Noise - A Costly Distraction                                                    Watch Video

                                                                        

 


 

2022

 

2022.09.29 - Declining Markets                                                                                   Watch Video

2022.06.30 - Company Highlights:  Summer 2022                                             Download as PDF

2022.05.13 - Investment Perspective - The Importance of Price Discipline                Watch Video

 


 

2021

 

2021.12.31 - Company Developments: January 2022                                 Download as PDF

2021.12.31 - Portfolio Update - Bracing for Turbulence                                       Watch Video

2021.06.30 - Company Developments:  July 2021                                      Download as PDF

2021.06.30 - Portfolio Update                                                                               Watch Video

2021.04.07 - Wretched Excess - SPAC Attack                                                     Watch Video

 


 

2020

 

2020.12.31 - Investment Commentary:  Winter 2021                                 Download as PDF

2020.11.09 - Valuation series - Managing Uncertainty                                         Go to page

2020.10.20 - Valuation series - Paying Attention to Price Matters                        Go to page

2020.07.14 - The Long View                                                                                 Go to page

2020.05.25 - What have we been doing                                                               Go to page

2020.04.13 - Covid-19 - Special Investment Update                                            Go to page

 


 

2019

 

2019.12.31 - Investment Commentary: Volume XIV, Issue 1                      Download as PDF

2019.06.30 - Investment Commentary: Volume XIII, Issue 2                      Download as PDF

 


 

2018

 

2018.12.31 - Investment Commentary: Volume XIII, Issue 1                       Download as PDF

2018.06.30 - Investment Commentary: Volume XII, Issue 2                        Download as PDF

 


 

2017

 

2017.12.31 - Investment Commentary - Volume XII, Issue 1                       Download as PDF

2017.06.30 - Investment Commentary - Volume XI, Issue 2                        Download as PDF

 


 

2016

 

2016.12.31 - Investment Commentary - Volume XI, Issue 1                        Download as PDF

2016.06.30 - Investment Commentary - Volume X, Issue 2                         Download as PDF

2016.04.30 - Berkshire Hathaway Meeting 2016 - Special Edition              Download as PDF

 


 

2015

 

2015.12.31 - Investment Commentary - Volume X, Issue 1                 Download as PDF

2015.06.30 - Investment Commentary - Volume IX, Issue 2                Download as PDF

2015.05.04 - Berkshire Hathaway Meeting 2015 - Special Edition      Download as PDF

 


 

2014

 

2014.12.31 - Investment Commentary - Volume IX, Issue 1                        Download as PDF

2014.06.30 - Investment Commentary - Volume VIII, Issue 2                      Download as PDF

2014.05.03 - Berkshire Hathaway Meeting 2014 - Special Edition              Download as PDF

 


 

2013

 

2013.12.31 - Investment Commentary - Volume VIII, Issue 1                     Download as PDF

2013.06.30 - Investment Commentary - Volume VII, Issue 2                      Download as PDF

2013.05.04 - Berkshire Hathaway Meeting 2013 - Special Edition              Download as PDF

 


 

2012

 

2012.12.31 - Investment Commentary - Volume VII, Issue 1                       Download as PDF

2012.06.30 - Investment Commentary - Volume VI, Issue 2                        Download as PDF

2012.05.07 - Berkshire Hathaway Meeting 2012 - Special Edition              Download as PDF

 


 

2011

 

2011.12.31 - Investment Commentary - Volume VI, Issue 1                        Download as PDF

2011.08.10 - Comments Regarding Recent Market Turmoil                        Download as PDF

2011.06.30 - Investment Commentary - Volume V, Issue 2                         Download as PDF

2011.05.01 - Berkshire Hathaway Meeting 2011 - Special Edition              Download as PDF

 


 

2010

 

2010.12.31 - Investment Commentary - Volume V, Issue 1                         Download as PDF

2010.06.30 - Investment Commentary - Volume IV, Issue 2                        Download as PDF

2010.05.01 - Berkshire Hathaway Meeting 2010 - Special Edition              Download as PDF

 


 

2009

 

2009.12.31  - Investment Commentary - Volume IV, Issue 1                       Download as PDF

2009.06.30 - Investment Commentary - Volume III, Issue 2                        Download as PDF

 


 

2008

 

2008.12.31 - Investment Commentary - Volume III, Issue 1                        Download as PDF

2008.06.30 - Investment Commentary - Volume II, Issue 2                         Download as PDF

 


 

2007

 

2007.12.31 - Investment Commentary - Volume II, Issue 1                         Download as PDF

2007.06.30 - Investment Commentary - Volume I, Issue 2                          Download as PDF

 


 

2006

 

2006.12.31 - Investment Commentary - Volume I, Issue 1                          Download as PDF

 


 

Tax Planning Strategies

Abbott Laboratories spin-off info

 

Managing Your Wealth

Investment Philosophy

Working With Us

Fee Schedule

 

Education and Knowledge

Warren Buffett: Why stocks beat gold and bonds

Fortune Magazine, Feb 9, 2012

The Way We Live Now by Roger Lowenstein

New York Times, Aug 29, 2010