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.
Comparing the investment merits of two public fast-food chains.
Read MoreDilbert creator Scott Adams has some words of wisdom for us investors.
Read MoreWhen the market keeps touching record highs, does that mean it’s time to sell?
Read MoreWarren Buffett’s occasional forays into investing in oil, and how well they turn out.
Read MoreLooking for an advisor to manage your money? Here is the checklist you need.
Read MoreWall Street’s definition of risk is wrong. We set the record straight.
Read MoreWhat does it take for a company to remain at the top of the Fortune 500 over the decades?
Read MoreInvestors are too easily swayed by emotion, and can become their own worst enemy.
Read MoreIn the investment world, the only time period that matters is the future.
Read More