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.
Review of a recent book about wildly successful CEOs.
Read MoreHow did Walter Schloss, who described himself as not very smart, crush the returns of a genius competitor?
Read MoreThere is more than one path to the top of the investment mountain: the DuPont formula shows how.
Read MoreA look at the foibles of the Wall Street investment analyst community.
Read MoreAnother look into the power of companies buying their own stock.
Read MoreThe dangers of diversification.
Read MoreWill Obama or Romney be a better president for investors?
Read MorePlaces on Earth with the highest longevity, and what lessons they hold for investors.
Read MoreReview of a recent book by investing legend Howard Marks.
Read More