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: August 10, 2020

A daily summary of news, analysis and data shaping the market.   Market Brief Monday, August 10, 2020 Cyclical Interest. The Dow Jones Industrial Average jumped Monday, as shares of previously beaten down or lagging cyclical sectors saw renewed investor interest at the expense of highflying tech shares. Investors were also assessing the outlook for … Continue reading Market Brief: August 10, 2020

Daily Market Brief: August 5, 2020

A daily summary of news, analysis and data shaping the market.   Market Brief Wednesday, August 5, 2020 The rally rolls along. U.S. stocks ended at or near records Wednesday, with the S&P 500 finishing within a stone’s throw of its February all-time high and the Nasdaq Composite notching its 31st record high of 2020. … Continue reading Daily Market Brief: August 5, 2020

Market Brief: July 31, 2020

A daily summary of news, analysis and data shaping the market.   Market Brief Friday, July 31, 2020 Tech Earnings Lift Market. Stocks ended slightly higher Friday, with the S&P 500 and Dow Jones Industrial Average erasing earlier losses in late trade as shares of Apple built on gains to rally more than 10% after … Continue reading Market Brief: July 31, 2020

Market Brief: July 29, 2020

A daily summary of news, analysis and data shaping the market.   Market Brief Wednesday, July 29, 2020 Fed Relief. Stocks ended solidly higher Wednesday after the Federal Reserve left its benchmark interest rate unchanged near zero and Fed Chairman Jerome Powell pledged to provide support to the economy until it recovered. The S&P 500 … Continue reading Market Brief: July 29, 2020