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Quick Update To Linked Viewers

The CFA exam has been demanding almost all of my free time. I am looking forward to having more time to research companies once the test is over (assuming I don't fail and have to retake it).

GLW, DECK, DLB and MSFT have all done well for investors on a dividend adjusted basis. I can't stress enough how comforting is to be part owner of great companies. I prefer going to sleep at night without having to worry about the value of the companies I invest in.

As always, feel free to reach out if you have any questions. I am always willing to help.

Thanks,

David

The focus of most investors differs from that of value investors. Most investors are primarily oriented toward return, how much they can make and pay little attention to risk, how much they can lose. - Seth Klarman