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  • About Us
  • People
  • Philosophy & Discipline
    • Core Strategy
    • Research Process
  • Communications
    • Letters to Clients
    • Commentary
    • Videos
    • Press
  • Products
  • Contact Us

Letters to Clients

Succession

October 2025

A storied pizza chain with sinking sales. The reluctant in-house acknowledgment that a lousy product was to blame.

Letters to Clients Archive

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.

More Commentaries

Videos

2025 Highlights of Marshfield Investor Conference

Watch the highlights from the 2025 Marshfield Investor Conference.

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Press

Forbes

Why Warren Buffett, David Tepper And Other Top Billionaire Investors Are Piling Into Floundering UnitedHealth Stock

More Press
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