BCM's Current Thoughts
My Investor Letters are something I have enjoyed writing and I hope you enjoy reading them. They may be random, personal, off topic and different from the norm, but I try and keep them light and fun with a dose of investment speak.
BCM Investor Letter-December 2020
BCM Interim Investor Letter March 2020
BCM Investor Letter-February 2020
BCM Investor Letter-August 2018
BCM Investor Letter-February 2018
BCM Investor Letter-October 2017
BCM Investor Letter-October 2016
BCM Investor Letter-December 2015
BCM Investor Letter-August 2015
BCM Investor Letter-February 2015
BCM Investor Letter-April 2014
BCM Investor Letter-January 2014
BCM Investor Letter-October 2013
BCM Investor Letter-April 2013