2024

 

2024.07.05 - Portfolio Developments: Summer 2024 

2024.06.30 - A Closer Look:  Rolls-Royce 


 

2023

 

2023.12.31 - Investment Commentary:  Winter 2024 

2023.07.18 - Portfolio Developments: Summer 2023 

2023.05.05 - A Closer Look:  Charles Schwab 

2023.04.17 - Investment Commentary: Spring 2023 

2023.01.17 - Investment Noise - A Costly Distraction 


2022

 

2022.09.29 - Declining Markets 

2022.06.30 - Company Highlights:  Summer 2022 

2022.05.13 - Investment Perspective - The Importance of Price Discipline 


2021

 

2021.12.31 - Company Developments: January 2022 

2021.12.31 - Portfolio Update - Bracing for Turbulence 

2021.06.30 - Company Developments:  July 2021 

2021.06.30 - Portfolio Update 

2021.04.07 - Wretched Excess - SPAC Attack 


2020

 

2020.12.31 - Investment Commentary:  Winter 2021 

2020.11.09 - Valuation series - Managing Uncertainty 

2020.10.20 - Valuation series - Paying Attention to Price Matters 

2020.07.14 - The Long View 

2020.05.25 - What have we been doing 

2020.04.13 - Covid-19 - Special Investment Update 


2019

 

2019.12.31 - Investment Commentary: Volume XIV, Issue 1

2019.06.30 - Investment Commentary: Volume XIII, Issue 2


2018

 

2018.12.31 - Investment Commentary: Volume XIII, Issue 1

2018.06.30 - Investment Commentary: Volume XII, Issue 2 


2017

 

2017.12.31 - Investment Commentary - Volume XII, Issue 1

2017.06.30 - Investment Commentary - Volume XI, Issue 2


2016

 

2016.12.31 - Investment Commentary - Volume XI, Issue 1

2016.06.30 - Investment Commentary - Volume X, Issue 2

2016.04.30 - Berkshire Hathaway Meeting 2016 - Special Edition


2015

 

2015.12.31 - Investment Commentary - Volume X, Issue 1

2015.06.30 - Investment Commentary - Volume IX, Issue 2

2015.05.04 - Berkshire Hathaway Meeting 2015 - Special Edition


2014

 

2014.12.31 - Investment Commentary - Volume IX, Issue 1

2014.06.30 - Investment Commentary - Volume VIII, Issue 2

2014.05.03 - Berkshire Hathaway Meeting 2014 - Special Edition


2013

 

2013.12.31 - Investment Commentary - Volume VIII, Issue 1

2013.06.30 - Investment Commentary - Volume VII, Issue 2

2013.05.04 - Berkshire Hathaway Meeting 2013 - Special Edition


2012

 

2012.12.31 - Investment Commentary - Volume VII, Issue 1

2012.06.30 - Investment Commentary - Volume VI, Issue 2aaa

2012.05.07 - Berkshire Hathaway Meeting 2012 - Special Edition


2011

 

2011.12.31 - Investment Commentary - Volume VI, Issue 1

2011.08.10 - Comments Regarding Recent Market Turmoil

2011.06.30 - Investment Commentary - Volume V, Issue 2

2011.05.01 - Berkshire Hathaway Meeting 2011 - Special Edition


2010

 

2010.12.31 - Investment Commentary - Volume V, Issue 1

2010.06.30 - Investment Commentary - Volume IV, Issue 2

2010.05.01 - Berkshire Hathaway Meeting 2010 - Special Edition


2009

 

2009.12.31  - Investment Commentary - Volume IV, Issue 1

2009.06.30 - Investment Commentary - Volume III, Issue 2


2008

 

2008.12.31 - Investment Commentary - Volume III, Issue 1

2008.06.30 - Investment Commentary - Volume II, Issue 2


2007

 

2007.12.31 - Investment Commentary - Volume II, Issue 1

2007.06.30 - Investment Commentary - Volume I, Issue 2


2006

 

2006.12.31 - Investment Commentary - Volume I, Issue 1