by Ronald Redfield | Jun 9, 2022 | CDs, Investing, Value Investing
This is an email we sent on June 3, 2022. If you would like to sign up for our emails, please do so on our home page. June 3, 2022 DJIA 33,105 S&P 500 4,116 10-Year Treasury 1.48% Dear Clients and friends, We are updating an email we sent last December. We...
by Ronald Redfield | May 26, 2022 | Investing
May 26, 2022 DJIA 32,637 S&P 500 4,058 10-Year Treasury 2.76% Gazprom (OGZPY) $1.10 trading currently banned Dear Clients and friends, Gazprom (OGZPY) Update: May 26, 2022 ($1.10) Follow up discussion with Bank of NY: I mentioned that...
by Ronald Redfield | Mar 3, 2022 | Investing, Value Investing
This was effective when I came in today. I had no idea this was happening when I wrote the letter dated March 2, 2022 This morning the TD Ameritrade Institutional website had this comment on their front page: “Important Update Regarding Trading Russian...
by Ronald Redfield | Mar 3, 2022 | Investing, Value Investing
March 2, 2022 DJIA 33,891 S&P 500 4,396 10-Year Treasury 1.87% Gazprom (OGZPY) $2.06 Dear Clients and friends, Gazprom (OGZPY) Update: I am sorry I did not anticipate this decimation of Gazprom as a stock. I am hoping, but do not promise that their impairment...
by Ronald Redfield | Feb 11, 2022 | Investing, Presentation, Seth Klarman, Value Investing, Warren Buffett
The PDF linked below gives a user fairly detailed information on our investment philosophies, performance results for the last 24 years, a list of all of our holdings at year end 2021, largest gains and losses in 2021, and a plethora of other information. RBS Investor...