Celebrating Independence and Financial Freedom As you gather with family and friends to celebrate the Fourth of July and commemorate […]
ANNUAL LETTER TO CLIENTS ​​​Greetings from Rochester. We hope you are off to as strong start in 2024 as Nvidia […]
Please click the button below to download a PDF of the most recent newsletter. Mid-Year Update We started 2023 in […]
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I spent the month of July putting together my thoughts on our largest portfolio holding, Nvidia. As an owner of this business, I think it would be well worth the time to read this document to better understand our position and our team's thinking about how to proceed.

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