Investment Climate January 2021

As the pages on the calendar turn from a tumultuous 2020 and into 2021, most are hoping for a return to normalcy and some restitution of life as we once knew it, all the way back in February 2020.  With all that has transpired in 2020, that seems a lifetime ago.  We will not spend time musing about the COVID debacle,...
Continue Reading

Have you heard of this company? Boot Barn (BOOT)

 In line with our motto which declares that "We own companies, not markets" and which advises investors to concentrate on businesses rather than the behavior of stock markets where shares of those businesses are bought and sold, we have over the years highlighted a number of the kinds of companies we own in our portfolio strategies. Those...
Continue Reading