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: July 1, 2020

A daily summary of news, analysis and data shaping the market.   Market Brief Wednesday, July 1, 2020 Nasdaq Notches Record. The Nasdaq Composite on Wednesday closed at a record high to kick off July, but the Dow industrials lagged behind. Improving data on employment and the manufacturing sector buttressed markets in the first trading … Continue reading Market Brief: July 1, 2020

Market Brief: June 30, 2020

A daily summary of news, analysis and data shaping the market.   Market Brief Tuesday, June 30, 2020 Strong Quarter. U.S. stock indexes finished higher on Tuesday, capping the best quarter for Wall Street in around 20 years, after strong economic data helped to offset concerns around a rising Covid-19 tally in the U.S. The … Continue reading Market Brief: June 30, 2020

Market Brief: June 29, 2020

A daily summary of news, analysis and data shaping the market.   Market Brief Monday, June 29, 2020 Betting on Economic Recovery. U.S. stocks on Monday climbed sharply to start a holiday-shortened week in which upbeat economic data helped to overcome a reversal of reopening plans from a number of U.S. states amid the outbreak … Continue reading Market Brief: June 29, 2020

Market Brief: June 25, 2020

A daily summary of news, analysis and data shaping the market.   Market Brief Thursday, June 25, 2020 Overhauling the Volcker Rule. U.S. stocks closed higher on Thursday as financial-sector equities rallied on news that regulators would loosen restrictions on the banking sector. The S&P 500 rose 1.1% to end near 3084. The Dow Jones … Continue reading Market Brief: June 25, 2020