by Ronald Redfield | May 26, 2022 | Investing
May 26, 2022 DJIA 32,637 S&P 500 4,058 10-Year Treasury 2.76% Gazprom (OGZPY) $1.10 trading currently banned Dear Clients and friends, Gazprom (OGZPY) Update: May 26, 2022 ($1.10) Follow up discussion with Bank of NY: I mentioned that...
by Ronald Redfield | Mar 3, 2022 | Investing, Value Investing
This was effective when I came in today. I had no idea this was happening when I wrote the letter dated March 2, 2022 This morning the TD Ameritrade Institutional website had this comment on their front page: “Important Update Regarding Trading Russian...
by Ronald Redfield | Mar 3, 2022 | Investing, Value Investing
March 2, 2022 DJIA 33,891 S&P 500 4,396 10-Year Treasury 1.87% Gazprom (OGZPY) $2.06 Dear Clients and friends, Gazprom (OGZPY) Update: I am sorry I did not anticipate this decimation of Gazprom as a stock. I am hoping, but do not promise that their impairment...
by Ronald Redfield | Feb 11, 2022 | Investing, Presentation, Seth Klarman, Value Investing, Warren Buffett
The PDF linked below gives a user fairly detailed information on our investment philosophies, performance results for the last 24 years, a list of all of our holdings at year end 2021, largest gains and losses in 2021, and a plethora of other information. RBS Investor...
by Ronald Redfield | Dec 21, 2021 | CDs, Investing, Value Investing
December 21, 2021 DJIA 35,469 S&P 500 4,633 10-Year Treasury 1.48% Dear Clients and friends, A close friend of mine introduced me to I bonds this past weekend. I thank him for the excellent idea. We can NOT help you purchase these I...
by Ronald Redfield | Jul 2, 2021 | Investing, Value Investing
The PDF linked below presents some of our current investment views, philosophies, and our performance data as of June 30, 2021 Our Mid-year 2021 investment letter We hope you find this information useful. Please contact us with any questions or comments. Ron...
