1Q 2018 Performance Letter

Since the Markets are closed on Good Friday, I will take this time to send out my Q1 2018 Letter. I will go over the returns for both the Voyager Fund and the SteadFast Fund for the most recent quarter. I also want to start a tradition of putting a quote that I find meaningful … Continue reading 1Q 2018 Performance Letter

Capitalizing on Future Water Shortage

I wrote a large piece on water with respect to Intrepid Potash back in early September. The fact of the matter is only 3 people viewed the post, so I thought it worth the while to copy and paste the research about water, and the potential shortage that is most likely to come if recent … Continue reading Capitalizing on Future Water Shortage