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Greenhaven Road Capital Q2: Long DRII, IDW

Greenhaven Road Capital Q2: Long DRII, IDW

Greenhaven Road Capital Q2 2016 letter to investors Dear Fellow Investors The fund was up just under 6% in the second quarter, which brings YTD performance to just under 3%; this compares favorably to the Russell 2000 return of 2.2% […]

True Value Investing Still Works

True Value Investing Still Works

Value investing is on the ropes. At least, that’s what you’d think reading articles like this one that highlight how “value” has underperformed “growth” in recent years. I put those words in quotes, partly because the distinction between value and […]

Commodities plunge to 10-year lows this week thanks to China and Iran. Via Investing,com

Iran – Far More Resources Than Just Oil

Just finished a great week in London — a little sightseeing, some family time, and a surprising amount of sun for a spot famed for being grey and gloomy. Also, some very interesting insights on one of the world’s most important […]