JRW Financial Q2 2016 Letter
Investing as the capacity to suffer;
Brief highlight of Foot Locker (FL) investment thesis;
Portfolio updates and general thoughts
JRW Financial Q1 2016 Letter
Margin of safety as investment principle;
Practical application in our everyday investment operations;
Portfolio updates and information on Income Focused strategy
JRW Financial Q4 2015 Letter
Our focus on high-quality businesses with strong competitive advantages;
The edge we provide as an active investment management firm;
Our new Income Focused strategy launch;
A mea culpa on our position in Outerwall Inc (OUTR).
Investment Commentary - October/November 2015
"Examining the 'Value' in Value Investing"
JRW Financial Q3 2015 Leter
Commentary on how we are positioned for markets that may go up or down;
Reflection on how prices can fluctuate significantly over the short-term, while business values can stay the same;
A comprehensive review of our brand new purchase in the quarter: Interactive Brokers Group, Inc (IBKR).
Investment Commentary - August 2015
"The Business of Investing"
Investment Commentary - July 2015
"Investing for the Long Haul"
JRW Financial Q2 2015 Letter
Some thoughts on the current macro environment and how we view it in terms of our portfolio;
Detailed commentary on our process and philosophy – how and why we do what we do;
A review of some recent developments in two of our portfolio holdings: Health Net (HNT) and eBay (EBAY); and
A comprehensive look at one of my favorite businesses to own right now: Outerwall Inc (OUTR).
JRW Financial LLC | 162 South Easton Road
Glenside, PA 19038 | 267-217-3025 | www.jrwfinancial.com
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