G-ST0MQQL9D7

top of page

Insights

Investor Letters

1949 Value Advisors - Year-end 2025

12-31-25 Letter png_edited_edited.jpg

December 31, 2025

June 30, 2025

December 31, 2022

Inaugural Letter - August 2015

All additional letters are available upon request.

Value Investor Insight-1949 Value Advisors

August 2017 - Value Investor Insight (Cal-Maine Foods)

June 2021 - Value Investor Insight (DDH1 Drilling)

January 2023 - Value Investor Insight (Schnitzer Steel (SCHN), Marcus & Millichap (MMI)

Media

White Paper August 2017 1949 Value Advisors

Brief notes from Berkshire Hathaway meetings in Omaha:

May 5, 2018

A Lesson Learned: Apple Inc. - May 2018

May 6, 2017

May 4, 2019

Various Meeting Notes:

CFANY Meeting 3/11/26 - Jay Sellick, 13D Research

Various

bottom of page