Cap and Gown

Posted on Sunday, April 24th, 2022

I got a little nervous this week when I noticed that Diane had fastidiously cleaned out the laundry room and the pantry. She was jettisoning large amounts of garbage and I was afraid that I might be next. You can breathe a sigh of relief – or at least I can. She is going to… read more.

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.