At the recent 2022 Berkshire Hathaway annual meeting weekend in Omaha, senior analyst Todd Wenning presented our current thesis on […] READ ARTICLE

The Business Brew podcast offers long form interviews with investors and business people by the insightful host Bill Brewster. Earlier […] READ ARTICLE

In early March we first started talking about a Stagflation Panic that we believe has gripped the market. Since then, […] READ ARTICLE

During our first quarter portfolio update, we profiled portfolio holding, Alphabet (GOOGL). Below is a replay of our live commentary […] READ ARTICLE

During our first quarter portfolio update, we profiled portfolio holding, Chipotle (CMG). Below is a replay of our live commentary […] READ ARTICLE