Author: Noel Bennett
Quarterly Client Letter: Q2 2025
Our weekly investment committee meetings focus on analyzing the latest economic news and its effect on our Model Portfolio* stocks as well as on the...
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Quarterly Client Letter: Q4 2024
I can calculate the movement of the stars, but not the madness of men. –Sir Isaac Newton The past year was one in which “animal...
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Quarterly Client Letter: Q2 2024
Quarterly Client Letter: Q2 2024 When you find a truly wonderful business, stick with it. Patience pays, and one wonderful business can offset the many...
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Quarterly Client Letter: Q2 2023
“Hindsight, the ability to explain the past, gives us the illusion that the world is understandable. It gives us the illusion that the world makes...
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Quarterly Client Letter: Q4 2022
“The margin of safety is always dependent on the price paid. It will be large at one price, small at some higher price, nonexistent at...
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