First Quarter 2025
“The reports of my death have been grossly exaggerated” – Mark Twain
One of the more profound challenges, both in investing and in l...
10
Apr
Market Insights
10
Apr
Second Quarter 2025
“To deny yourself exposure to international equities is to ignore a significant portion of the world’s economic opportunity.” – David...
10
Apr
Fourth Quarter 2024
““If you want to lift yourself up, lift up someone else” – Booker T. Washington
We are witnessing a flood of capital—$632 billion by...
22
Oct
Third Quarter 2024
“The big money is not in the buying and the selling but in the waiting” – Charlie Munger
Setting monetary policy has been compared t...
01
Feb
Second Quarter 2024
"Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it." -Albert EinsteinOn A...
01
Jan
First Quarter 2024
“When we strive to become better than we are, everything around us becomes better too.” – Paulo CoelhoOf all the fascinating things goi...
08
Nov
Fourth Quarter 2023
Our lead quote is in homage to one of our all-time favorite value investors, Charlie Munger, who recently passed away at the age of 99....
06
Nov
Third Quarter 2023
The Remora Strategy
If you were to consult ChatGPT about the year’s most impactful issues, you might get a dissertation not ...
06
Nov
Second Quarter 2023
Location, Location, Location
We’ve all heard that before. The purpose of repeating the word three times is to stress that lo...
05
Oct
First Quarter 2023
Leverage can sting, cash flow can maim, but liquidity kills…
Four years ago, the portfolio managers here at Naples Global Advisors m...