Nixon Capital Q2 2025 Letter
Anyone following the news this year would think investing in stocks is a fool’s errand. Threatening tariffs, global warfare, the drumbeat of an imminent recession…
Anyone following the news this year would think investing in stocks is a fool’s errand. Threatening tariffs, global warfare, the drumbeat of an imminent recession…
Five years and two weeks ago to the day, we wrote to our clients, “Great businesses have endured the Tech Bust, 9/11, and The Great Recession (GFC), and they will eventually emerge from the 2020 coronavirus panic.” We now face a new set of circumstances, but once again believe great businesses will endure.
