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We find investing endlessly fascinating and we share our point of view in our quarterly newsletters - The Scorecard

Join the 600+ others who receive our free quarterly newsletter – “The Scorecard”.   Reading a few of our newsletters is the best way to get to know us and see if GreensKeeper is a good fit for you.  We suggest Scorecard #1 and the most recent edition and as the best places to start.

Recent Publications

Scorecard # 44 – Farewell, Charlie

… nobody has ever accused me of being humble. Although humility is a trait I much admire, I don’t think I quite got my full share.” Charlie Munger ...

Scorecard # 43 – Quarter Century

We don’t mind the current market environment as we are finding new places to put capital ...

Scorecard # 42 – Skinny Pop

Index returns are discussed ad nauseam but rarely analyzed. The current market rally has been a narrow one and merits a deeper dive ...

Scorecard # 41 – Banking’s Endgame

"Investors are on edge. Rapid interest rate increases are creating stresses in the banking sector... " ...

Scorecard # 40 – Reversals of Fortune

"There are a million ways to get wealthy… but there’s only one way to stay wealthy: some combination of frugality and paranoia” ...

Scorecard # 39 – Get a Grip

As the Oracle of Omaha himself so aptly put it, value investing is simple, but not easy ...

Scorecard # 38 – Funiculì, Funiculà

Funiculì, Funiculà The Value Fund is down -9.2% year-to-date (YTD), more than half of that decline coming in the month of June. The bear market has officially arrived with the S&P500 off to its worst start in over 50 years. People holding more speculative assets like cryptocurrencies, have likely suffered ...

Scorecard # 37 – The Golden Rule

"Buy quality companies when they are on sale. Avoid leverage, folly and big mistakes that set you back. It is simple, but not easy.” ...

Scorecard # 36 – Decennium

Decennium The Value Fund finished the year +20.8% (net). A weakening US dollar lowered our returns by approximately -0.8% for the year. Stock markets ended the year near record highs: DJIA +20.1%, Nasdaq +21.4%, S&P/TSX +25.1%, S&P 500 +27.9%.(1) The past year was GreensKeeper’s tenth-consecutive year of positive returns. Granted, ...

Scorecard # 35 – Realpolitik

“No Chinese leader has ever abandoned the insistence on ultimate unification [of Taiwan] or can be expected to do so. No foreseeable American leader will jettison the American conviction that this process should be peaceful or alter the American view on the subject”. Henry Kissinger, On China (1) ...

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