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    2024 Newsletters

    1st Quarter 2024 Newsletter

    KEHLET CAPITAL

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    2023 Newsletters

    4th Quarter 2023 Newsletter

    CHARLIE MUNGER

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    3rd Quarter 2023 Newsletter

    AUTOMATION PROJECT

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    2nd Quarter 2023 Newsletter

    CHATGPT

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    1st Quarter 2023 Newsletter

    THE BANKING CRISIS

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    2022 Newsletters

    4th Quarter  2022 Newsletter

    LESSONS LEARNED

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    3rd Quarter  2022 Newsletter

    OUR TOP THREE HOLDINGS

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    2nd Quarter 2022 Newsletter

    ARE WE GOING INTO RECESSION?

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    1st Quarter 2022 Newsletter

    THE CASE FOR BITCOIN

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    2021 Newsletters

    4th Quarter 2021 Newsletter

    INVESTING FRAMEWORK, PART III

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    3rd Quarter 2021 Newsletter

    INVESTING FRAMEWORK, PART II

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    2nd Quarter 2021 Newsletter

    INVESTING FRAMEWORK, PART I

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    1st Quarter 2021 Newsletter

    ARE WE IN A BUBBLE?

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    2020 Newsletters

    4th Quarter 2020 Newsletter

    BITCOIN REVISITED & HEALTHCARE

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    3rd Quarter 2020 Newsletter

    INTRO TO BITCOIN

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    2nd Quarter 2020 Newsletter

    WIRELESS 5G

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    1st Quarter 2020 Newsletter

    COVID-19

    2019 Newsletters

    4th Quarter 2019 Newsletter

    TRADE WAR WITH CHINA

    3rd Quarter 2019 Newsletter

    ARTIFICIAL INTELLIGENCE

    2nd Quarter 2019 Newsletter

    INFLATION

    1st Quarter 2019 Newsletter

    INVESTMENT METRICS

    2018 Newsletters

    4th Quarter 2018 Newsletter

    INTRINSIC VALUE

    3rd Quarter 2018 Newsletter

    FINDING INVESTMENT IDEAS

    2nd Quarter 2018 Newsletter

    LESSONS FROM NETFLIX

    1st Quarter 2018 Newsletter

    INTRODUCTION

    Find Out if Our Strategy Is a Fit With Your Portfolio