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- Bill Miller
Time, Not Timing
A janitor from Vermont. A secretary. A flutist. A woman actively discriminated against who never made more than $3,150 per year. Every day people have amassed millions by practicing a simple principle. Buying stocks and holding them. Investment success is simple but not easy. Long term compounding works wonders. Practice Time, Not Timing.
Weekly Performance Review
William Keenan | 02/23/24
Opportunity Equity Weekly Update for 2/16/2024 – 2/23/2024
Travel + Leisure Rises on Earnings while Coinbase Follows Bitcoin Prices Lower
Christina Siegel Malbon | 02/06/24
Is now the time for Small-Cap Outperformance?
Given small-caps’ significant recent underperformance, many are enthusiastic about their potential to outperform in the future. Is this an easy mean reversion call? Not so fast.
Samantha McLemore | 01/17/24
"The big money is not in the buying and selling, but in the waiting.” - Charlie Munger
Samantha McLemore discusses the current environment and how we are responding. We also reflect on 2023: what we’ve done well and where we made mistakes
See Our Approach
Fundamentals vs Expectations
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