Quarterly Update and Outlook
First Quarter 2025
Fourth Quarter 2024
Third Quarter 2024
Second Quarter 2024
Bi-Weekly Conference Call - 07-08-25
News
Stocks Have a Big, Expensive Problem - February 25 2025
Where the Value Investing Strategy Still Works - May 23 2024
Sheila Bair: I Feel for the Regulators - December 14 2022
Blackstone BREIT Highlights Looming Dangers of Private Funds - December 12 2022
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
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 - April 18 2019