Headwaters Capital Management, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. The fund returned -6.6% (gross) and -6.8 ...
(This letter was published for subscribers of Best of Breed Growth Stocks on January 6th, 2025). What a year it has been. We started the year owning a lot of the S&P 500 ETF (IVV) as I was ...
A green-and-cream trolley was sprayed with white bubble letters. Initials and numbers were scribbled across its side. On another part of the trolley, big red bubble letters, JSK, were outlined in ...