October 2022

Staying the Course

FS Staying the Course April 2023Download
April 2023

Insight vs Foresight

FS - January 2024, Insight vs ForesightDownload
January 2024

Valuations, Growth, and Investment Revisited

FS - February 2024 Letter - Valuations, Growth and Investment Revisited 2 (1)Download
February 2024

Energy and AI

FS - March 2024, Energy and AI (1)Download
March 2024

Fisherman Friends and Keep Hauling

FS - April 2024, Fisherman's Friends and Keep HaulingDownload
April 2024

Big Tech Earning Update

FS - April 2024, Big Tech UpdateDownload
April 2024

Berkshire Hathaway, Apple and Leading Your Life

FS - May 2024, Berkshire Hathaway, Apple and Leading Your LifeDownload
May 2024

Presidential Election And Markets

FS - May 2024, Presidential ElectionDownload
May 2024

Lisa, Cicadas, and Bobbleheads

May 2024 Lisa Cicadas and BobbleheadsDownload
May 2024

The Jevons Paradox

FS - June 2024, Jevons ParadoxDownload
June 2024