Quarterly Letters

Review of quarterly results, contributors and detractors, portfolio overview, and personal reflection

Jul 5 •

Review of quarterly results, contributors and detractors, portfolio overview, and personal reflection

Apr 12 •

Review of quarterly results, contributors and detractors, portfolio overview, and personal reflection

Jan 4 •

Review of quarterly results, contributors and detractors, portfolio overview, and personal reflection

Oct 12, 2024 •

Review of quarterly results, contributors and detractors, portfolio overview, and personal reflection

Jul 6, 2024 •

Review of quarterly results, contributors and detractors, portfolio overview, and personal reflection

Mar 30, 2024 •

2023 Year-End Review

Results, top & bottom performers, reflection, plan for 2024, and themes to watch next year

Jan 6, 2024 •

Review of quarterly results, contributors and detractors, portfolio overview, and personal reflection

Sep 30, 2023 •

Review of quarterly results, look at top performers and detractors, and personal reflection

Jul 8, 2023 •

Review of quarterly results, look at top performers and detractors, and personal reflection

Apr 15, 2023 •

2022 Year-End Review

Results, top & bottom performers, reflection, plan for 2023, and themes to watch in 2023

Jan 7, 2023 •

Quarterly review of results, the market, portfolio companies, and insights

Oct 8, 2022 •

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