Value Stock Spotlight 6.0
Time to find another great investment.
Andy
Andy's Angle Annual Letter
- Strong 2023 Portfolio Returns
- 2024 Outlook
- A Note From Andy -
Andy's Angle Speculative Portfolio 1.0
Our first addition to our secondary investment portfolio
Andy's Angle Investments Update + Market Commentary
Fresh and ready to end the year strong.
Value Stock Spotlight 5.0
As markets battle against shifting narratives this year over rate hikes and economic growth, it's important to see how rotation across sectors is playing out, and where value investors should be looking for their picks.
Andy's Angle's approach to value investing has always been
Insight: Where Do Markets Go From Here?
September has been rough.
The S&P500 is down over 5% for the month and bonds are down nearly 10%, reaching lows not seen since 2011, and for good reason.
The Fed has gone full hawk, stating in their latest FOMC SEP that they expect there to be at
Andy's Angle Investing Portfolio: Key Updates
As we near the end of the third quarter of 2023, it's time to take a look at the Andy's Angle Investing Portfolio current positioning and expected changes.
Andy's Remarks:
I have maintained a similar composition for our portfolio over the last month or