Newsletter

Booth-Laird Q2 2017 Newsletter

Below is our Q2 2017 Newsletter with references to current holdings removed. » Continue Reading

Booth-Laird Q3 2016 Newsletter

Our Q3 2016 newsletter touches on a more personal topic – woodworking.  It helps to solve the investor need do something pro-active in difficult times, which is often the time a patient investor should do nothing.  It also has parallels to investing. » Continue Reading

Booth-Laird Q2 2016 Newsletter

Attached is our second quarter 2016 newsletter, in which we discuss our thoughts on Brexit. » Continue Reading

Booth-Laird Q1 2016 Newsletter

Attached is our first quarter 2016 newsletter, in which we discuss the importance of management in the analysis of a company.  Disney’s COO, Thomas Staggs, was expected to take over as CEO when Bob Iger retired in 2018, but Staggs unexpectedly stepped down last week.  We decided to use that event as the starting point … » Continue Reading

Booth-Laird Q3 2015 Newsletter

Attached is our third quarter 2015 newsletter, in which we discuss the recent Volkswagen “Dieselgate” scandal. » Continue Reading

Booth-Laird Q2 2015 Newsletter

Attached is our second quarter 2015 newsletter, in which we discuss the proper mindset for successful long-term investing and how to better attain that mindset. » Continue Reading

Booth-Laird Q1 2015 Newsletter

Attached is our first quarter 2015 newsletter, which covers two broad topics as follows: First, we provide a primer on “melting ice cube” investments, using Western Union (WU) and Outerwall (OUTR) as examples.   We then provide an update on Weight Watchers (WTW) and explain why we believe it is not a melting ice cube. Second, … » Continue Reading

Booth-Laird Q3 2014 Newsletter

Attached is our third quarterly newsletter for 2014, in which we discuss: An update on Bed, Bath, & Beyond (BBBY) since our Q2 2014 newsletter An update on General Motors (GM) since our Q2 2014 newsletter An in-depth look at Apple, including an e-mail we sent to our investors approximately one year ago » Continue Reading

Booth-Laird Q2 2014 Newsletter

Attached is our second quarterly newsletter, in which we discuss: An update on General Motors (GM) since our Q1 2014 newsletter Our most recent investment – Bed, Bath, & Beyond (BBBY) Reminder of the 2014 Annual Meeting held on July 21st in Baton Rouge » Continue Reading

Booth-Laird Q1 2014 Newsletter

Attached is our first quarterly newsletter, in which we discuss: Whether or not we think the U.S. stock market is in “bubble” territory Our thoughts on General Motors’ 2014 thus far, including a discussion on the recall fiasco » Continue Reading