Our Focus

“The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage.”

-Warren Buffett

 

Investment Philosophy

 

As Value Investors, we are long-term business owners. Intelligent investing requires patience and discipline. We look to capitalize on fear and greed that drives short-term market prices by investing with a twenty year time horizon, using intrinsic value calculations.

Pacific Landfall is ‘strong against cancer’

‘Strong Against Cancer’ is leading the fight against childhood cancer with innovative immunotherapy treatments. We are proud to be the partner of such an amazing non-profit organization.

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Featured blog posts

Market Brief: May 26, 2020

A daily summary of news, analysis and data shaping the market.   Market Brief Tuesday, May 26, 2020 Rosy on Reopenings. U.S. stocks closed sharply higher Tuesday as markets focused on evidence of the global economy reemerging from Covid-19 shutdowns and some signs of progress on the race for a vaccine. The Dow Jones Industrial … Continue reading Market Brief: May 26, 2020

Market Brief: May 20, 2020

A daily summary of news, analysis and data shaping the market.   Market Brief Wednesday, May 20, 2020 Retail Rally. The S&P 500 rallied to close at a 10-week high Wednesday, following upbeat quarterly results from retailers Target and Lowe’s, as investors focused on American businesses reopening with the coronavirus pandemic beginning to recede. The … Continue reading Market Brief: May 20, 2020

Market Brief: May 14, 2020

A daily summary of news, analysis and data shaping the market.   Market Brief Thursday, May 14, 2020 Turnaround. U.S. stocks recovered from early morning losses to end Thursday sharply higher, snapping a two-session losing streak on the strength of financial-sector stocks, which had suffered steep losses in recent weeks. The Dow Jones Industrial Average … Continue reading Market Brief: May 14, 2020

Market Brief: May 13, 2020

A daily summary of news, analysis and data shaping the market.   Market Brief Wednesday, May 13, 2020 Economic Worries. U.S. stock indexes finished sharply lower but off their lows of the session on Wednesday as comments from Federal Reserve Chairman Jerome Powell about the economic outlook in the aftermath of the Covid-19 pandemic shattered … Continue reading Market Brief: May 13, 2020