PUBLICATIONS

QUARTERLY REPORTS

Our reports are published online on a quarterly basis.  In them, we discuss the results of the prior quarter, share our perspective on the state of the financial markets and our thoughts on investing.

Beyond that, we also regularly share our insights ranging from the macroeconomy to our personal interests.

QUARTERLY REPORTS: Spring 2024

11 April 2024

“You are the sum total of your choices.” -Seneca

Quarterly Report: Cannell & Spears
Download PDF →

QUARTERLY REPORTS: Winter 2023

16 January 2024

“The strength of the team is each individual member. The strength of each member is the team.” — Phil Jackson

Quarterly Report: Cannell & Spears
Download PDF →

QUARTERLY REPORTS: AUTUMN 2023

6 OCTOBER 2023

“Acceptance doesn’t mean resignation: it means understanding that something is what it is and that there’s got to be a way through it.” — Michael J. Fox

Quarterly Report: Cannell & Co.
Download PDF →

Quarterly Report: Spears Abacus
Download PDF →

QUARTERLY REPORTS: SUMMER 2023

11 JULY 2023

“The more I learn, the more I realize how much I don’t know.” — Albert Einstein

Quarterly Report: Cannell & Co.
Download PDF →

Quarterly Report: Spears Abacus
Download PDF →

QUARTERLY REPORTS: Spring 2023

6 april 2023

“Market volatility is like a pendulum that swings between fear and greed, and it’s up to investors to maintain their balance.” — Sir John Templeton

Quarterly Report: Cannell & Co.
Download PDF →

Quarterly Report: Spears Abacus
Download PDF →

QUARTERLY REPORTS: WINTER 2022

11 JANUARY 2023

“To reach a port we must sail, sometimes with the wind, and sometimes against it. But we must not drift or lie at the anchor.” — Oliver Wendell Holmes Sr.

Quarterly Report: Cannell & Co.
Download PDF →

Quarterly Report: Spears Abacus
Download PDF →

QUARTERLY REPORTS: AUTUMN 2022

6 OCTOBER 2022

“Chaos is inherent in all compounded things. Strive on with diligence.” — Buddha

Quarterly Report: Cannell & Co.
Download PDF →

Quarterly Report: Spears Abacus
Download PDF →

QUARTERLY REPORTS: Summer 2022

5 july 2022

“The stock market is a giant distraction from the business of investing.” — John C. Bogle.

Quarterly Report: Cannell & Co.
Download PDF →

Quarterly Report: Spears Abacus
Download PDF →

QUARTERLY REPORTS: SPRING 2022

8 aPRIL 2022

“The greater danger for most of us lies not in setting our aim too high and falling short; but in setting our aim too low and achieving our mark” — Michelangelo.

Quarterly Report: Cannell & Co.
Download PDF →

Quarterly Report: Spears Abacus
Download PDF →

QUARTERLY REPORTS: WINTER 2021

10 JANUARY 2022

“Every new beginning comes from some other beginning’s end.” — Seneca.

Quarterly Report: Cannell & Co.
Download PDF →

Quarterly Report: Spears Abacus
Download PDF →

QUARTERLY REPORTS: AUTUMN 2021

7 OCTOBER 2021

“What’s in a name? That which we call a rose by any other name would smell as sweet.” — William Shakespeare.

Quarterly Report: Cannell & Co.
Download PDF →

Quarterly Report: Spears Abacus
Download PDF →

QUARTERLY REPORTS: SUMMER 2021

2 JULY 2021

“There is nothing permanent except change.” — Heraclitus of Ephesus.

Quarterly Report: Cannell & Co.
Download PDF →

Quarterly Report: Spears Abacus
Download PDF →

QUARTERLY REPORTS: SPRING 2021

9 April 2021

FOMO, the fear of missing out.

Quarterly Report: Cannell & Co.
Download PDF →

Quarterly Report: Spears Abacus
Download PDF →

QUARTERLY REPORTS: WINTER 2020

6 JANUARY 2021

“Life can only be understood backwards, but it must be lived forwards.” — Søren Kierkegaard

Quarterly Report: Cannell & Co.
Download PDF →

Quarterly Report: Spears Abacus
Download PDF →

QUARTERLY REPORTS: AUTUMN 2020

6 OCTOBER 2020

May you live in interesting times.

Quarterly Report: Cannell & Co.
Download PDF →

Quarterly Report: Spears Abacus
Download PDF →

QUARTERLY REPORTS: SUMMER 2020

8 JULY 2020

The world is not average.

Quarterly Report: Cannell & Co.
Download PDF →

QUARTERLY REPORTS: SPRING 2020

3 APRIL 2020

A light at the end of the tunnel.

Quarterly Report: Cannell & Co.
Download PDF →

QUARTERLY REPORTS: WINTER 2019

10 JANUARY 2020

“I’ve had a lot of worries in my life, most of which never happened.” — Mark Twain

Quarterly Report: Cannell & Co.
Download PDF →

QUARTERLY REPORTS: AUTUMN 2019

4 OCTOBER 2019

Poetry in investing.

Quarterly Report: Cannell & Co.
Download PDF →

QUARTERLY REPORTS: SUMMER 2019

10 JULY 2019

What weighs more — a pound of feathers or a pound of lead?

Quarterly Report: Cannell & Co.
Download PDF →