thescienceofhitting.com
Q3 2023 Portfolio Update
Top Posts From Q3 2023: Meta: "A Meaningful Cultural Shift" The Markel Style “Moving Forward, Or Moving On” “The Evolution Of A Value Investor” After an accommodating start to the year, Mr. Market had a change of heart in the third quarter (specifically in September). As I reflect on what we’ve seen as of late, my main thought on the current environment is how much impact it has had on my ability to sit still (the urge to do