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 October 2023-Pumpkin Spice and Portfolio Advice
BCM Investor Letter-December 2020-Another Day, Another Hurricane
BCM Interim Investor Letter March 2020-Everybody Has Their El Guapo
BCM Investor Letter-February 2020-Un Caffe' Per Favore
BCM Investor Letter-August 2018-A Tradition Unlike Any Other
BCM Investor Letter-February 2018-Trains, Candy and Markets
BCM Investor Letter-October 2017-Kindergarten Cop and Investing?
BCM Investor Letter-May 2017-Lasting Investing Lessons From JImmy Buffett?
BCM Investor Letter-October 2016-Set It and Forget It
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