Our Commentary

October 17th is our 2023 annual free dinner, drinks and value investment conference – Please join us with an RSVP

We are having our annual free dinner, drinks and investment conference on Tuesday, October 17th. It is typically a fun night of eating, a few drinks, all free. I give a brief discussion on value investing, along with some recent thoughts and strategies we are...

July 2021 Mid-year Investment Letter

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...

RBS 2020 Mid-Year Investment Letter

July 15, 2020 DJIA 26,870 S&P 500 3,229 10-Year Treasury 0.63% Dear Clients and friends, This letter is a mid-year update, which accompanies your semi-annual reports. We hope that you and your loved ones are safe from Covid-19. Here is a PDF version of this...