March 2018
Dear Investors, 2018 has been a very exciting year in the markets thus far for better or for worse. At T&T Capital Management, we have been concerned with equity valuations for the past year. Many stocks in technology and elsewhere have been priced for perfection. This means that if everything works out perfectly, the stocks...
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One stock that we’ve been buying over the last few months is an international real estate development firm called Kennedy Wilson (KW). KW has a large presence in Multifamily and Office real estate in mostly the western United States, the UK, and Ireland. Management takes pride in being a value investor through acquiring opportunistic investments...
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In today’s immensely expensive stock market, it is important to find non-correlated investments that are undervalued. In year nine of a bull market, we have no idea who out there is swimming naked. Tens of billions of dollars have piled into index funds, which pay zero attention to valuations. Many market participants are using increasing...
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Earnings season is finally getting close to winding up for the 4th quarter of 2017. It has been a busy couple of weeks for companies that we are invested in. Below you’ll find some updates on key positions. We are seeing a lot of market volatility, but I wouldn’t overthink things. Part of the drama...
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