Inkwell’s primary focus is on achieving satisfactory investment results for its clients. While we are busy with that, though, we want to engage you in the process by telling you our thoughts as we go about our business. We believe that the more you understand our investment philosophy and our way of thinking, the more comfortable you will be with our investment decisions.
Each quarter we write a letter to our clients which contains our reading of the current market climate and our thoughts on how best to navigate it. We also write occasional memos on topics that catch our eye or that we think might be interesting to our clients.
Below is a collection of these publications.
Compound interest can be hard to wrap your head around, but understanding it is essential to successful investing.
Read MoreAn MIT genius first conquers black jack then goes on to master the biggest casino of them all — the stock market.
Read MoreChipotle Mexican Grill has recently been struggling. Can it recover and hit its stride once again?
Read MoreHow an economics experiment uncovered the simple secret to successful long-term investing: take a constant and moderate amount of risk then let the odds work in your favor.
Read MoreA look back at the mistakes Inkwell has made in its first five years.
Read MoreThere’s always at least one hot sector of the stock market. You don’t have to follow everyone else into each new investing fad.
Read MoreJust because you have easy access to certain data does not mean that it will help you make good investment decisions.
Read MoreIt’s tough to make predictions, especially about the future. That’s even more true in the stock market.
Read MoreBenjamin Graham, Warren Buffett, and other legendary investors have sometimes had to actively engage with the managements of the companies they invested in, as detailed in Jeff Gramm’s recent book Dear Chairman.
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