HomeShareholder Letters

2018 Interim Shareholder Letter

My 2018 interim letter is linked below. Topics include:

My evolution to focusing exclusively on compounders
JD.com investment thesis
Four significant changes to Wiedower Capital to help align my investment strategy with my partners and my own pay structure

2017 Annual Shareholder Letter

My 2017 annual letter is linked below. If you’re interested in the below topics you should probably check it out 🙂

Why I think Issuer Direct has a durable competitive advantage and can grow for many years
How undervalued Parks! America is
What I learned about myself as an investor through investing in New York REIT
Setting short-term goals that don’t hinder long-term goals
Other general musings and portfolio updates