by wilwutherich | Jul 2, 2025 |
Monthly Message For June, the Wutherich & Co. Composite was up 5.1%. The snapback has continued for now. Whither? We certainly don’t know but are glad to own companies in the portfolio that are showing great resilience to the macro and geopolitical uncertainty in...
by wilwutherich | Jun 2, 2025 |
Monthly Message For May, the Wutherich & Co. Composite was up 9.2%. Reprieve from Trump Chaos 2.0? Temporary or lasting? We don’t know. We focus on the health of our individual holdings. Given that many of them have just reported their most recent quarters, we...
by wilwutherich | May 4, 2025 |
Monthly Message For April, the Wutherich & Co. Composite was down 1.2%. The ferocity of Trump Chaos 2.0 abated somewhat in April, lessening its blow on the Wutherich & Co. Composite and the markets in general. Wil is travelling in early May. We’ll be back...
by wilwutherich | Apr 2, 2025 |
Monthly Message For March, the Wutherich & Co. Composite was down 4.4%. Trump Chaos 2.0 plays on. During February and March, we reviewed all our names in detail as they reported their most recent quarters. While some are struggling, the bulk of them are doing very...
by wilwutherich | Mar 3, 2025 |
Monthly Message For February, the Wutherich & Co. Composite was down 7.0%. Trump Chaos 2.0 continues to weigh on our portfolio and the markets in general. Trump Tariffs and his geo-political hijinks are creating intense uncertainty and discomfort amongst investors...
