April 2022 YTD Return: -48% (-34% vs. the S&P)

March 2022

March 2022 YTD Return: -34% (-28.5% vs. the S&P)
Reversion to the mean, are we there yet?
4
February 2022 YTD Return: -27.5% (-18.5% vs. the S&P)

February 2022

Is inflation really due to supply chains? Maybe the bicycle industry holds the answer
4

January 2022

January 2021 YTD Return: -21.5% (-15.5% vs. the S&P)
4
Wisdom from the legendary investor Peter Lynch
2
December 2021 YTD Return: +63% (+34% vs. the S&P)
6

December 2021

Key investment themes for next year

November 2021

November 2021 YTD Return: +97% (+70% vs. the S&P)
3
How I stay focused only on stocks that outperform

October 2021

October 2021 YTD Return: +129% (+105% vs. the S&P)
2