Farnam Street Investment June Letter

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Farnam Street Investment pilgrimage to Omaha, another great change to absorb more knowledge from their heroes Warren Buffett and Charlie Munger.

Farnam Street Investment July 2014 Client Letter

Abacab Fund Sees Mispricing In Options As Black-Scholes Has Become “Inadequate”

Abacab Asset Management's flagship investment fund, the Abacab Fund, had a "very strong" 2020, returning 25.9% net, that's according to a copy of the firm's year-end letter to investors, which ValueWalk has been able to review. Commenting on the investment environment last year, the fund manager noted that, due to the accelerated adoption of many Read More


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