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...
by Ronald Redfield | Dec 21, 2021 | CDs, Investing, Value Investing
December 21, 2021 DJIA 35,469 S&P 500 4,633 10-Year Treasury 1.48% Dear Clients and friends, A close friend of mine introduced me to I bonds this past weekend. I thank him for the excellent idea. We can NOT help you purchase these I...
by Ronald Redfield | Jul 2, 2021 | Investing, Value Investing
The PDF linked below presents some of our current investment views, philosophies, and our performance data as of June 30, 2021 Our Mid-year 2021 investment letter We hope you find this information useful. Please contact us with any questions or comments. Ron...
by Ronald Redfield | Mar 9, 2020 | Investing, Value Investing
March 9, 2020 DJIA (24,100) S&P 500 (2,773) The following notes are two recent posts from our Facebook page. The intention of this note is to keep our clients in touch with our views during these volatile times. March 9, 2020 (DJIA 24,100) Just a quick update on...
