Applying Advanced Analytics to Classic Value Investing
Letters
Q4 2024: Eventful End to the Year
Q3 2024: Wesco International
Q2 2024: Mega-Cap Tech Stocks Continue to Move Higher
Q1 2024: Daniel Kahneman and Prospect Theory
Archived Letters from Previous Years
Factsheets
Q4 2024 Factsheet
Q3 2024 Factsheet
Q2 2024 Factsheet
Q1 2024 Factsheet
Archived Factsheets from Previous Years
