Our Man in NYC

“[T]here are known knowns; there are things we know that we know. There are known unknowns; that is to say there are things that, we n...

Apparently, it has been almost 9 months since Our Man updated you with articles of interest that he’s been reading.  Thankfully, this isn’...

Portfolio Update   There were no changes to the portfolio during May.   Performance Review In similar fashion to both 2010 and 201...

Portfolio Update   April saw some changes to the portfolio: - Portfolio Redemption:  April is tax season in the US (and home improveme...

“It was six men of Indostan To learning much inclined, Who went to see the Elephant(Though all of them were blind), That each by observ...

Portfolio Update There were no changes to portfolio during March. Performance Review While March seemed superficially very similar to ...

The first NCAV update of the year has been much delayed, as the process failed to show up any new names that could be added to the Absolu...