Newsletters & Articles

Articles And Other Resources To Explore The Philosophy And Application Of Our Unique Approach To Investing

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  • Q1 2024 Compass Review: Two Sides of a Coin

    In Warren Buffet’s latest annual Berkshire Hathway letter, he wrote, “For whatever reasons, markets now exhibit far more casino-like behavior than they did when I was…

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  • Is Value Investing Dead?

    Investing has always been dominated by two schools of thought, growth and value. Buying companies with exceptional growth rates makes sense. After all, if the object of the…

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  • Property and Casualty Insurance

    Property and Casualty Insurance: Don’t leave home without it! A major crisis. Last year, a friend’s parents’ life took an unexpected turn. While on vacation, they…

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  • Q4 2023 Compass Review: Time

    The cornerstone of investing is the tradeoff between interest and time. A dollar today is worth more than a dollar tomorrow because you can earn interest…

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  • Top Heavy

    Upside down pyramids are unstable. With all that weight up high they can be tipped over with a feather. If you are near one, it’s best…

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  • Q3 2023 Compass Review

    Expectations are hard to change.  We expect certain things from our partners, our friends, an Amazon delivery, and a dining experience.  When these expectations aren’t met,…

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