Letters to Clients
Succession
A storied pizza chain with sinking sales. The reluctant in-house acknowledgment that a lousy product was to blame.
Commentary
January 2026 Commentary
As the S&P 500 continues its perilous ascent up the sheer rock face of worry that is today’s stock market, it’s hard not to marvel at the dizzying heights it’s been able to achieve.
Videos
2025 Highlights of Marshfield Investor Conference
Watch the highlights from the 2025 Marshfield Investor Conference.
Press
Forbes
Why Warren Buffett, David Tepper And Other Top Billionaire Investors Are Piling Into Floundering UnitedHealth Stock