Scorecard # 46 – Playing the Long Game
At GreensKeeper, we will stick to buying high-quality companies at valuations that provide our clients with a large margin of safety
Jul, 22, 2024At GreensKeeper, we will stick to buying high-quality companies at valuations that provide our clients with a large margin of safety
Jul, 22, 2024… nobody has ever accused me of being humble. Although humility is a trait I much admire, I don’t think I quite got my full share.” Charlie Munger
Jan, 17, 2024We don’t mind the current market environment as we are finding new places to put capital…
Oct, 26, 2023Index returns are discussed ad nauseam but rarely analyzed. The current market rally has been a narrow one and merits a deeper dive.
Jul, 31, 2023“Investors are on edge. Rapid interest rate increases are creating stresses in the banking sector… “
Apr, 26, 2023“No Chinese leader has ever abandoned the insistence on ultimate unification [of Taiwan] or can be expected to do so. No foreseeable American leader will jettison the American conviction that this process should be peaceful or alter the American view on the subject”.
Henry Kissinger, On China (1)
Oct, 25, 2021During the quarter we initiated a position in TVA Group (TSX:TVA.B). Based in Quebec, the company is a leading broadcaster and owner of specialty channels targeting the French-Canadian audience.
Apr, 23, 2021…when we see foolishness all around us, we remind ourselves that we are investors. Not speculators, investors. Value will once again have its day. It always does.
Jan, 31, 2021“As Mark Twain so aptly put it, history doesn’t repeat itself, but it often rhymes. The current market environment — especially in certain tech stocks — reminds us a little of the late ‘90s stock market.
Jul, 27, 2020