Automotive Retail Industry Outlook: Q1 2026 Market AnalysisÂ
Auto retailers are feeling the pain of a continued market slowdown – on top of significant macroeconomic uncertainty amid the […]
Auto retailers are feeling the pain of a continued market slowdown – on top of significant macroeconomic uncertainty amid the […]
At the end of 2025, we noted humility in the ability to predict outcomes but confidence in the resilience of
Economic Chartbook Review Objective: WMK has curated a series of economic data points meant to provide an overview of global
Berkshire Hathaway’s 2025 annual letter was penned, for the first time, by Berkshire’s new CEO, Greg Abel rather than Warren
Q4 2025 marked a normalization cycle for automotive retail, defined by softening unit volumes and margin compression. Our analysis explores
Partners in WMK’s Strategic Opportunities equity strategy as well as CFC Required Reserves investments earned reasonable returns in 2025. Our portfolios were conservatively positioned, reinforced by our guiding ethos to own businesses resilient to a range of macro and micro economic environments.
Through the first half of 2025, Partners in WMK’s Strategic Opportunities portfolio and our dealership required reserves both delivered meaningful
Through the first quarter of 2025, Partners in WMK’s Strategic Opportunities and dealership required reserves portfolios both outperformed their respective
WMK Group’s Strategic Opportunities portfolio experienced a modest decline in market value during the second quarter. Although we don’t manage
Partners in WMK Group’s Strategic Opportunities portfolio earned a strong return in Q1. Our conglomerate of businesses spans diverse industries—from