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Andy

Andy's Angle Annual Letter

Andy's Angle Annual Letter

We hope this finds you well on a cozy Christmas Eve. What a year it has been. The whole idea behind the creation of Andy's Angle was to showcase the craft of value investing as a portfolio management strategy and its continued application in the modern era of
Andy Dec 24, 2024
Trump 2.0

Trump 2.0

And a recap of the busiest week of the year...
Andy Nov 9, 2024
Speculative Spotlight 3.0

Speculative Spotlight 3.0

No Risk, No Reward
Andy Oct 16, 2024
Value Stock Spotlight 6.1

Value Stock Spotlight 6.1

Still very bullish.
Andy Sep 23, 2024
Fed Fallout + Portfolio Updates

Fed Fallout + Portfolio Updates

Spot on.
Andy Sep 19, 2024
Fed Day

Fed Day

The biggest day in years.
Andy Sep 18, 2024
The Powell Pivot

The Powell Pivot

The same culprit for the last 5 recessions will strike again, and it isn't rate cuts.
Andy Aug 24, 2024

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