ARCHIVES: Second Quarter 2019

“Diversification is the only free lunch in investing.” -Harry Markowitz, 1952 “Investors have been so oversold on diversification that fear […] READ ARTICLE

A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Don’t Panic […] READ ARTICLE

We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from the […] READ ARTICLE

We recently hosted our quarterly client conference call. You can read a full transcript HERE. Below is an excerpt from the […] READ ARTICLE

Below is the Q1 2019 quarterly letter for the ENSEMBLE FUND (ENSBX). This quarter’s Company Focus is on Landstar Systems, Inc. (LSTR) […] READ ARTICLE