Investment Fund

We like to think that we know everything we can about a stock before making the investment decision to purchase – we are always wrong. That is, we know more about the stock today after buying it than we did when we first established the position. We are far from experts but diligently and vigorously continue to research, watch and increase our knowledge base around the stocks we own – management, trading activity, financials, economic factors and more. Big Little Notes are short bursts and summaries of our research and investment theses for the positions we hold in our investment fund and we are pleased to share our thoughts with interested parties. To become a subscriber, simply choose a company and a subscription option – we can automatically deliver you our notes as they become available or you can sign-up for a one-time delivery.

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Research & Analysis

For investors wishing to access our insights and to secure an additional perspective on an industry or related investment, our research and analyst services are available to institutional, professional and individual investors. Our analyst insights are meant to provide non-traditional and qualitative support to investment theses.

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worth nothing

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