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.

Even the Great Can Make Yuuuge Mistakes

June 1, 2016

It’s always possible for an investor to make portfolio-destroying decisions, even for the legends of the game.  

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Rich People, Beware

May 1, 2016

Rich people may be more susceptible to succumb to financial fraud. Make sure you’re not one of them.  

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The Six Traits of Successful Money Managers

April 1, 2016

It takes much more than raw intelligence and knowing how to use a spreadsheet to make it in this business.  

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Que Sera, Sera, Continued

March 1, 2016

The stock market has been little more than flat over the recent past. What returns can investors reasonably expect going forward?  

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The Holy Grail of Investing

February 1, 2016

Is it possible to find a stock that will return 100 times your original investment?  

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Buybacks Galore

December 1, 2015

Companies buying their own stock is all the rage right now. Should investors be excited about?  

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Que Sera, Sera

November 1, 2015

The future of the stock market is always hard to predict, but one long-term metric can give us a rough idea of what to expect.  

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The Tortoise and The Hare, Revisited

October 1, 2015

How a slow-growing stalwart company can produce higher investment returns than a high-growth tech upstart.  

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The Market is Crazy

September 1, 2015

August 24, 2015 was a wild and crazy day in the stock market. Our suggested response to the madness.  

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