To My Clients, Through the first half of 2022, our stock portfolios are down roughly 20-22%, while the stock market is down 20%.Thanks for reading Concentrated Compounding! Subscribe for free to receive new posts and support my work. I don’t usually write quarterly letters, but…
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To My Investors, The stock market had another strong year in 2021, gaining 30%. Our stock returns were around 23%, with most of your portfolios up about…
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My Last Levered Value Investment, I Swear
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Welcome to Concentrated Compounding by me, Willis Cap. Discussing stocks. Mostly durable, long-term secular growers with good management teams. Sign up…
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To My Investors, In the investment markets, 2020 was a truly dramatic year. At the height of the fear over the coronavirus pandemic, US stocks were down…
To My Investors, We had a good year in 2019. Most of you had gains in your equity portfolios of around ___%, which was ___ of the 31.5% gain for the…
Wells Fargo, long one of the most respected banks in the US, has had a rough past few years. The bank illegally opened unwanted accounts for clients in…
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Overview The modern Koch Industries began when Charles Koch became CEO of his father’s businesses after his passing. Koch Industries started with a few…
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Concentrated Compounding