Quarterly Commentaries

Quarterly commentaries on the state of the market and investing

Q1 2020

Before I comment on the doom and gloom engulfing society, I will share a primer on the overarching premise of my investing strategy: owning quality, well-run companies in industries with years of growth ahead.
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Q2 2020

Trying to understand the market’s movements during a short period of time is nearly always a fool’s errand. Instead, if you squint and focus on the long term, you might notice that there is slow and steady growth.
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Q3 2020

I continue to employ a strategy of buying and holding quality companies. The companies that survive the pandemic will emerge strong, having proven they can navigate the obstacles of a pandemic and all the resultant ripple effects.
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Q4 2020

2020 is officially in the rearview mirror...The stock market as a whole tends to be forward looking, and investors like me try to accept the current reality while keeping our eyes on the future.
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