Quarterly Commentary
Click on the links below to read our past quarterly commentaries. If you would like a sample of the detailed quarterly report we send to clients, please contact David Gerber at dgerber@darumanyc.com or
(212) 869-4000.
Commentary (all commentaries below are offered as downloadable PDFs)
Movin' On Up (1Q 2012 - SMid)
Happily Keepin' up with the Joneses (1Q 2012 - Small)
2012: Out with the Old, In with the New (4Q 2011 - SMid)
It Ain’t Over ‘Til the Fat Lady Sings (4Q 2011 - Small)
Denial is Not a River in Egypt (3Q 2011 - SMid)
True Confessions of a Stockpicker (3Q 2011 - Small)
Crows, Penguins, A Perfect Storm and the Market (2Q 2011)
A Quarter with Both Brains and Beauty (1Q 2011)
Archive
Subscribe to our strangely compelling, free monthly e-newsletter on the pitfalls, pratfalls, and delights of investing. On Daruma’s Watch |
© 2008-2012 Daruma Capital Management, LLC.
