Q3 2023 Letter
Dear partners, Thank you for your continued trust and support. As I reflect on the past year, I’ve been studying our biggest losers and...
Q3 2023 Letter
Q2 2023 Letter
The 3 Legs of Good Investing
Q1 2023 Letter
Q4 2022 Letter
Q3 2022 Letter
The Launch of Infuse
Our Investment Process
Discontinuous Disruption
Optimal Research
Investing Morality
Needing New Tools
What Really Matters
High-Growth Investing
Musings on Valuation
Portfolio Construction
On Conviction and Turnover
On Selling
Negative Space and Innovation