Sitemap - 2024 - Common Shares
1 yr Performance | Portfolio Updates
Fortrea (FTRE) Report & Summary
Fortrea (FTRE) Intro | Market Inefficiency | Concerns
Citigroup (NYSE: C) Report | Update
Man Overboard! | Winners and Losers
Brookfield 2Q24 | Economic Value | AI and Cloud
General Motors (NYSE: GM) | Intro & Update
KKR 2Q24 Earnings | Thoughts on Great Businesses
Animal Spirits | Iron Discipline | Portfolio Update
Banks Update (1 / 2): BAC and Friends
Portfolio Update Pt. 2: Brookfield & KKR
Market Narratives | 2 Quarters of Earnings | Portfolio Update