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.
For decades, Warren Buffett declined to buy any railroad or airline stocks, yet now he owns a railroad and significant stakes in all the major U.S. airlines. Why has he recently reversed course? One word: oligopoly.
Read MoreHow is it possible for a company like Microsoft to hold only $36 billion of assets, yet have a market cap of nearly $1 trillion?
Read MoreEven the greatest investors make mistakes. Here are a few classics to learn from.
Read MoreAn MIT genius first conquers black jack then goes on to master the biggest casino of them all — 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.
Read MoreIs it possible to find a stock that will return 100 times your original investment?
Read MoreReview of a recent book about wildly successful CEOs.
Read MoreReview of a recent book by investing legend Howard Marks.
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