Talk is cheap. Spending billions of dollars is anything but.

Everyone’s talking about AI these days. It can be difficult to make […]

Thinking of 2022 and 2023 as a single event

2023 was a great year for stock investors and an even better one […]

Should we diversify into international stocks?

For some time, Dock Street stock portfolios have avoided companies domiciled outside the United States. Should […]

Hint: You won’t find them in the Wall Street Journal

Finding the right investment “theme” is often promoted as the key to […]

Sometimes customers end up choosing both competitors

Most of the time, when businesses compete for customers, one business gets the sale and […]

It’s not magic or an accident

Given the mostly terrible news reported in 2023, add in the 2022 bear market and most […]

Investment returns are measured in percentages, but dollars make an impact

On a recent earnings call, one of our companies’ CEOs said […]

How we find great businesses

Our portfolios are stuffed with companies that possess durable advantages over those who would compete for their […]

There is now an alternative to stocks

It’s back to normal for the 10 year Treasury Bond, as the chart below illustrates. […]

Quality Investing and Advice without Compromises

All customers want great service & reasonable prices. But the financial services industry has […]