Our Commentary
by Ronald Redfield | Feb 23, 2024 | Interest rates, Investing, Presentation, Value Investing, Warren Buffett
The PDF linked below gives a user fairly detailed information on our investment philosophies, performance results for the last 26 years, a list of all of our holdings at year end 2023, largest gains and losses in 2023, and a plethora of other information. RBS Investor...
by Ronald Redfield | Nov 22, 2023 | accounting, CDs, conference, Interest rates, Investing, Seth Klarman, Value Investing, Warren Buffett
November 22, 2023 Dear Client and/or Friend, We held our 10th annual investment conference on October 17th. Thanks to those who attended our conference and helped make it a success. As always, the participants had a fun and informative evening. We have attached our...
by Ronald Redfield | Sep 22, 2023 | accounting, CDs, conference, Investing, Seth Klarman, Value Investing, Warren Buffett
We are having our annual free dinner, drinks and investment conference on Tuesday, October 17th. It is typically a fun night of eating, a few drinks, all free. I give a brief discussion on value investing, along with some recent thoughts and strategies we are...
by Ronald Redfield | Feb 8, 2023 | 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 25 years, a list of all of our holdings at year end 2022, largest gains and losses in 2022, and a plethora of other information. RBS Investor...
by Ronald Redfield | Jun 15, 2022 | CDs, Investing, Value Investing
June 15, 2022 DJIA 30,677 S&P 500 3,811 10-Year Treasury 3.379% Dear Clients and friends, A client recently asked me, “Do you expect the market continue a downward trend? What are your thoughts?” This was the essence of my...
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...
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 | Jan 26, 2021 | Uncategorized
The PDF linked below gives a user fairly detailed information on our investment philosophies, performance results for the last 23 years, largest holdings, largest holdings at year end 2020, largest gains in 2020, largest losses in 2020, and a plethora of other...
by Ronald Redfield | Jul 16, 2020 | July 2020
July 15, 2020 DJIA 26,870 S&P 500 3,229 10-Year Treasury 0.63% Dear Clients and friends, This letter is a mid-year update, which accompanies your semi-annual reports. We hope that you and your loved ones are safe from Covid-19. Here is a PDF version of this...
by Ronald Redfield | May 22, 2020 | accounting, Tax, Taxation
Click here for PDF version of 2020 RMD Letter May 26, 2020 Dear Client, We hope that you and your family are all safe and healthy during this very unfortunate time. Over the past few months, the government has passed numerous pieces of legislation in hopes of...
by Ronald Redfield | May 15, 2020 | CDs
May 15, 2020 DJIA (23,436) S&P 500 (2,831) 10-Year Treasury 0.64% We hope this email finds you safe and well. All is good on this side. I have been working remotely since the middle of March. As we have mentioned or written to all of our investment clients, we...
by Ronald Redfield | Apr 13, 2020 | Investing
April 13, 2020 DJIA 23,719 S&P 500 2,790 10-Year Treasury 0.73% Dear Clients and friends, We wanted to give an update on how we are approaching the management of our client’s portfolios during this difficult time, with the world’s economies essentially shutting...
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...
by Ronald Redfield | Jan 10, 2020 | Cannabis, conference, 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 22 years, largest holdings, largest holdings at year end 2019, largest gains in 2019, largest losses in 2019, and a plethora of other...
by Ronald Redfield | Nov 27, 2019 | Cannabis, conference, Investing, Presentation, Value Investing
November 27, 2019 Dear Client and/or Friend, We held our 9th annual investment conference on October 24th. Thanks to those who attended our conference, and helped make it a success. As always, the participants had a fun and informative evening. We have attached our...
by Ronald Redfield | Oct 1, 2019 | conference
We are having our annual free dinner, drinks and investment conference on Thursday, October 24th. It is typically a fun night of eating, a few drinks, all free. I give a brief discussion on value investing, along with some recent thoughts and strategies we are...
by Ronald Redfield | Mar 28, 2019 | Cannabis, Investing
March 28, 2019 The New York Times published an article today titled, “Why the Plan to Legalize Marijuana in New Jersey Suddenly Unraveled.” https://www.nytimes.com/2019/03/27/nyregion/marijuana-legalization-new-jersey.html I have been studying and investing in the...
by Ronald Redfield | Jan 10, 2019 | Presentation, Value Investing
The PDF linked below gives a user fairly detailed information on our investment philosophies, performance results for the last 21 years, largest holdings, largest holdings at year end 2018, largest gains in 2018, largest losses in 2018, and a plethora of other...
by Ronald Redfield | Nov 28, 2018 | conference, Presentation, Value Investing
November 28, 2018 Dear Client and/or Friend, We held our 8th annual investment conference On November 15th. Unfortunately, it was the night of the surprise snow storm. We were expecting 71 people, but due to the horrendous travel and road conditions, only 18 showed....
by Ronald Redfield | Oct 26, 2018 | conference, Value Investing
We are having our annual free dinner, drinks and investment conference on Thursday, November 15th. It is typically a fun night of eating, a few drinks, all free, and during that I give a short discussion on value investing, and then I try to answer questions. We do...
