Clients of Bluemound Asset Management, LLC can read notes regarding our holdings, investment strategy and outlook in the list below. Please take a few moments per month to check in and review how I see our investments. Email me when you register so I can give you full site access.
Please read my letters and reports for more information about our investment outlook and thoughts.
Recent Portfolio Notes and Investment Thoughts
- Investing In The 2nd Half Of 2020
- “Very Short Lists” Watchlist Universe
- The Transition From ICE Cars & Oil To EVs & Alternative Energy – And Our Broad Investment Thesis
- ETFs I Plan To Buy Soon
- Gold Is Attractive For The First Time In A Long Time
- Alphabet (Google) SWOT Report
- AT&T SWOT Report
- A Fast Moving Secular Trend Is Taking Hold