Quarterly Update and Outlook
Second Quarter 2022
First Quarter 2022
Fourth Quarter 2021
Third Quarter 2021
Bi-Weekly Conference Call - 10-4-22
News
The Oldest Asset Class of All Still Dominates Modern Wealth - November 14 2021
Commodity Prices Have Soared, but Miners Arent Investing - May 25 2021
Pfizers Vaccine Is a Pick-Me-Up for Value Stocks - November 12 2020
Growth Stocks Outperforming Value by Widest Margin in Decades-May 19 2020
Bernanke and Yellen: The Federal Reserve Must Reduce Long-Term Damage From Coronavirus-March 18 2020
Goodwill - Write-Offs Are an Earnings Killer. How to Spot Trouble Coming 18 2019
Value Investing Will Beat Growth Again April 5 2019
KKR Pension Plans: Throwing their Toys-June 25 2018