DM Monthly Report – December 2024

THE ORACLE GIVETH, THE ORACLE TAKETH AWAY – Last month, it was revealed that Warren Buffet’s Berkshire Hathaway had taken a significant stake in Domino’s Pizza (DPZ), one of the 28 positions currently comprising the DM US Equity Portfolio.

FEATURE STOCK – Stella Jones Inc. (SJ) –The shares of pressure- treated lumber and utility pole maker SJ got off to a great start in 2024, rising by roughly 25% to mid-July.

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