top of page
An Independent Investment Manager
Client Letters
Explore our most recent client letters below
Key Topics:
Current Market Environment
AI Value Chain
Berkshire Hathaway (BRK.B)
Palvella Therapeutics (PVLA)
Linde (LIN)
Copart (CPRT)
Alphabet (GOOGL)
Medline (MDLN)
Key Topics:
7 Year Firm Review
Builders FirstSource (BLDR)
Palvella Therapeutics (PVLA)
O'Reilly Auto (ORLY)
Artificial Intelligence
and others
Key Topics:
Tariffs
Palvella Therapeutics (PVLA)
Adyen (ADYEY)
Key Topics:
Individual investment reviews
ServiceNow (NOW)
Hilton (HLT)
Berkshire Hathaway (BRK.B)
Visa (V)
S&P Global (SPGI)
and others
Key Topics:
Aftermarket Autoparts Distribution
O'Reilly Auto (ORLY)
Autozone (AZO)
Key Topics:
5-Year Business Review
Portfolio Update
bottom of page