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.

Investing Lessons from a Jeopardy! Champ

July 1, 2019

James Holzhauer has made Jeopardy! history this year. His record-breaking run also provides an object lesson for us investors.  

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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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Are There Any Super Investors Today?

January 1, 2015

How ten current mutual funds stack up against the market.  

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Super Investors

December 1, 2014

Beating the market is possible, but might entail some short-term pain.  

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What Dilbert Can Teach Us About Investing

July 1, 2014

Dilbert creator Scott Adams has some words of wisdom for us investors.  

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Risk is a Four-Letter Word

November 1, 2013

Wall Street’s definition of risk is wrong. We set the record straight.  

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Are You Too Smart for the Stock Market

June 1, 2013

How did Walter Schloss, who described himself as not very smart, crush the returns of a genius competitor?  

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Eggs in Too Many Baskets

December 1, 2012

The dangers of diversification.  

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