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An Independent Investment Manager
Client Letters
Explore our most recent client letters below
01
Key Topics:
Tariffs
Palvella Therapeutics (PVLA)
Adyen (ADYEY)
02
Key Topics:
Individual investment reviews
ServiceNow (NOW)
Hilton (HLT)
Berkshire Hathaway (BRK.B)
Visa (V)
S&P Global (SPGI)
and others
03
Key Topics:
Aftermarket Autoparts Distribution
O'Reilly Auto (ORLY)
Autozone (AZO)
04
Key Topics:
5-Year Business Review
Portfolio Update
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