by Ronald Redfield | Jan 8, 2018 | Presentation
The PDF linked below gives a user fairly detailed information on our investment philosophies, performance results for the last 20 years, largest holdings, largest holdings at year end 2017, largest gains in 2017, largest losses in 2017, and a plethora of other...
by Ronald Redfield | Nov 29, 2017 | conference, Milford Blonsky, Value Investing
We had our 2017 annual investment conference on November 14, 2017. Please read our notes which have a plethora of investment information, including mentions of interest rates, valuations, ETF’s and more. Thanks to those who attended our annual investment...
by Ronald Redfield | Nov 8, 2017 | conference, Value Investing
We are having our annual free dinner, drinks and investment conference on Tuesday, November 14th. It is typically a fun night of eating, a few drinks, all free, and during that I give a short discussion on value investing, and then I try to answer questions. We do not...
by Ronald Redfield | Oct 6, 2017 | Warren Buffett
The following is a transcript from an interview Judy Woodruff had with Warren Buffett at some point during June 27, 2017. Here is a link to the video of the interview http://www.pbs.org/video/3002306670/ JUDY WOODRUFF: Now to the second part of my conversation with...
by Ronald Redfield | Oct 5, 2017 | Warren Buffett
CNBC Transcript: Chairman & CEO of Berkshire Hathaway Warren Buffett Speaks with CNBC’s Becky Quick on “Squawk Box” Today www.cnbc.com October 3, 2017 on CNBC’s “Squawk Box” Following is the unofficial transcript of a CNBC interview with...
by Ronald Redfield | Sep 18, 2017 | Milford Blonsky
“We regret to announce the passing of Milford Blonsky. He was one of our firms co-founders. Milford Blonsky (Mr. Blonsky), passed away on September 11th, 2017. He was 95 years old. Mr. Blonsky was a friend, boss, mentor and business partner. He was always kind,...
by Ronald Redfield | Jan 7, 2017 | Uncategorized
2016 Investment Letter with Performance Results Download...
by Ronald Redfield | Nov 16, 2016 | Uncategorized
View a video from our 2016 Annual Investor...
by Ronald Redfield | Nov 16, 2016 | Uncategorized
2016 Annual Investment Conference Handout Download...
by Ronald Redfield | Jul 13, 2016 | Warren Buffett
July 13, 2016 DJIA 18,359 S&P 500 2152 An update to our clients: As I have mentioned in the past, we are only long term oriented investors. Our thesis is based on the assumption that for the majority of the companies we own, that their dividends are sustainable,...
by Ronald Redfield | Jan 20, 2016 | Seth Klarman, Uncategorized
January 20, 2016 DJIA 15,450 S&P 500 1812 A discussion as the Dow Jones is 16% off its 52 week highs At the lowest level so far today, the market was at 15,450. which was 16% off of its 52 week high of 18351.36. I believe this is a normal course correction, and...
by Ronald Redfield | Jan 11, 2016 | Abraham Lincoln, Uncategorized
January 8, 2016 DJIA 16,528 S&P 500 1949 I had the pleasure of speaking with legendary deceased investor Marty Zweig on several occasions. Marty’s motto was “Don’t fight the Fed.” In his book, ‘Winning on Wall Street’ he discussed a market sell signal comes on the...
