Investor Day
Quarterly Letters
- Q3 2024 Letter: 2024 Investor Day
- Q2 2024 Letter: Not Your Grandfather’s John Deere
- Q1 2024 Letter: A Tale of Two Cultures
- Q4 2023 Letter: On Competitive Advantage
- Q3 2023 Letter: The Importance of Stewardship
- Q2 2023 Letter: Portfolio Update
- Q1 2023 Letter: More Banks Than Bankers
- Q4 2022 Letter: The Time-Tested Benefits of Patience
- Q3 2022 Letter: Positioned for Offense
- Q2 2022 Letter: The Consumer Surplus Machine
- Q1 2022 Letter: A (Partial) Broadband Harvest
- Q4 2021 Letter: 2021 in Context
- Q3 2021 Letter: Opportunity Amidst Disruption
Ironvine Concentrated Equity
- Q2 2021 Letter: Picks and Shovels
- Q1 2021 Letter: Aon – An Above Average Business at a Below Average Price
- Q4 2017 Letter: Formalizing a Process
- Q1 2016 Letter: Lessons Learned: Valeant Mea Culpa
- Q2 2015 Letter: Charter Communications—Complexity Breeds Opportunity
- Q4 2012 Letter: Microsoft–Value Trap or Opportunity?
- Q2 2012 Letter: Our Founding Principles
Ironvine Core Equity
- Q2 2021 Letter: Progress at Core Equity Co.
- Q1 2021 Letter: The Power of Fruitful Reinvestment
- Q4 2020 Letter: Reflecting on Five Years
- Q3 2020 Letter: Physical Retail in an e-Commerce World
- Q4 2019 Letter: Microsoft—A Six Year Journey
- Q2 2019 Letter: Catalent—Checking All the Boxes
- Q1 2019 Letter: Capitalizing on Opportunity
Case Studies
Additional Communications
- February 2024: Business Breakdowns Podcast, HEICO: Parts for Planes (Audio)
- February 2024: Business Breakdowns Podcast, HEICO: Parts for Planes (Transcript)
- March 2023: Value Investor Insight
- March 2020 Interim Communication: Poise Under Pressure