Diary of a Portfolio Manager

 December 29, 2022 |Todd Kennedy
“If you’re not confused, you don’t know what’s going on.” -Charlie Munger Good day, We still have one business day left in the year but I don’t think I am too early to do a quick review of 2022. As I review my notebooks for this recap, it is a bit astounding...
Read more

Diary of a Portfolio Manager

 December 10, 2022 |Todd Kennedy
“My children laugh at me. They think I’m a book with a couple legs sticking out.” -Charlie Munger My children laugh at me – but for different reasons. Good day, I set a goal late last year to read a book a week in 2022. I try to mix it up – a business...
Read more