What Others Are Saying

“It is a great read… Actually, I think your newsletter is first class. Very clear with lots of examples and solid advice.”

Marc Faber, The Gloom, Boom & Doom Report

“You’ve combined judgment and knowledge with readability, a rare feat. Your art director should take a bow, too.”

Jim Grant, Grant’s Interest Rate Observer

“Valuable and time-tested truths. Memorable examples… Thanks again for sharing. I say it every time: you’re a damn good writer.”

Rolf Dobelli, author of The Art of Thinking Clearly

“Excellent first issue with lots of good ideas and advice.”

Chris Mayer, Woodlock House Family Capital

“Your analysis is great. It’s institutional quality research that’s very accessible to a retail investor audience.”

Dan Amoss, Agora Financial

“WOW this is soooo good, I’m half way through and had to stop and start heaping praise!”

Ryan Krueger, Freedom Day Solutions

“Good luck, Kevin! We need more sane people to offset the mostly crap on mainstream financial news.”

Michael Pento, Pento Portfolio Strategies

“As a financial professional I found it to be a refreshing, honest take. Quality writing that blends social, political and financial analysis are absolute page turners for me.”

James P.

“I got to read the ‘Coffee Can’ write-up and thoroughly enjoyed it. I found your M.O.A.T. framework interesting, and a good way to focus on a subset of exceptional companies.”

David B.

“The letter overall reads in the style of Greenblatt’s ‘You Can Be a Market Genius’ (one of my favorites). As a result, it’s very accessible to beginners, but it doesn’t alienate those with experience. I can see this becoming a book, which I would be very eager to read!”

Anjali P.

“I subscribed to your service this week and keep finding it so good. It reads as a combination of Greenblatt, Faber and Mises - bravo!”

Mario S.

“It’s very very much worth reading. He’s been right on the money: very smart, Austrian, insightful.”

Tom Woods, author of Meltdown

“$119, that is way too cheap!”

Lawrence Lepard, Equity Management Associates

“It reads like you love doing it.”

David D.

“We're truly honored to have you as an op-ed contributor. Also, your investment letter is always very well written which makes it fun for me to translate the excerpts into German.”

Christoph Gisiger, The Market/NZZ

“You've given me really profound insights into what's going on in the world from an Austrian perspective. I love the separate buckets of focus and the emphasis on value. Your writing is clear and easy to understand and the tables drive home your points incredibly well.”

Chris Tormey, Bull Harbor Capital

“Kevin’s aware of individual business characteristics just as much as he’s aware of macro factors influencing those businesses. That’s kind of rare, I think, to get somebody who’s really good at that and Kevin Duffy is very good at it.”

Dan Ferris, Stansberry Research

“I’m beginning to sound like a broken record, but your latest Coffee Can letter is excellent. I’m amazed at the amount of effort invested and wisdom passed along!”

Bill C.

“Thank you for this last edition, it was again a delight to read. It helps me tremendously to sort my own thoughts when reading your thinking and reasoning.”

Ralf H.

“Your newsletter reflects independent and critical thinking, a commodity that has always been scarce, especially during times of hysteria like those we're into.”

Matteo T.

“Your understanding of free market economics blended with a realistic approach to investing is refreshing and fairly unusual, but your open mind to the universe of investment opportunities tempered by an Austrian framework makes you unique.”

Jay Taylor, Jay Taylor Media

“As a relatively new subscriber, I find your letters interesting, insightful and quite enjoyable to read.”

Scott Ziegler, NewPath Capital, LLC

“I just marked this publication as a ‘keeper.’ It is much more than just about making money, it is about thinking about the surrounding world. If I do not renew one year, I must be sick or dead…”

Richard S.

“Your table on the attributes of entrepreneurs and corporate culture is excellent. It reminds me of many of the personalities that I have observed in the venture space… and should be a part of every due diligence checklist.”

Derek Au, Orange Silicon Valley

“The piece where you start with Mises University and Walter Block (‘Investing in the Undefendable’) is a masterpiece ❤️.”

Tor M.

“I LOVED your newest piece, especially the reference to the great Walter Block.”

Ronnie Stöferle, Incrementum AG

“Thanks, Kevin, for what you're doing. I love your blend of philosophy, common sense and value investing!”

Eric D.

“Great summary of the Israeli Palestinian conflict. History does inform. Thanks for this.”

Art S.

“I compliment you for addressing the history of the Israel-Palestine conflict. If I was in your position, I’d likely cower behind the belief that there would be no upside in addressing the topic. The upside is that you performed the difficult historical rendering in an objective and pretty darn complete manner.”

William G.

“I thought the Israel / Palestine summary was well explained. We are staunch Zionists and are well aware of our bias, and nonetheless felt your view was quite balanced.”