Recurve Capital, an investment management company, released its Q4 2024 investor letter. Recurve had an impressive performance in 2024, successfully bouncing back from the drawdown experienced in 2022 ...
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. The portfolio ...
With the market stacking two back-to-back years of ~25% returns, we thought this would be a good time to remind investors that they shouldn’t expect these types of returns forever.