The Bottom Line

Posted on Sunday, April 17th, 2022

We are back. We hope you missed us. As you know we take a break at the end of the quarter to furnish our highly anticipated quarterly letter. It is a longer version of our weekly note as it attempts to flush out in greater detail the ideas that we transpose in our weekly note. We… read more.

Turning Points

Posted on Sunday, March 20th, 2022

It was a very stressful week here in the Reilly House. It wasn’t just the constant gyrations of the stock market. Kevin was waiting on his college acceptance decision. He applied to two schools. One was his safety school and the other was his dream school – the University of Georgia! The pressure built all… read more.

Threading the Needle

Posted on Sunday, March 13th, 2022

Three of us went out to dinner this week. After an enjoyable meal we proceeded to head home. To get home we needed to enter a busy 4 lane highway. We got to the light just as it turned red. The cars in the 4 lanes running began to go. My son Chris began to… read more.