Q4 2022 Letter
Dear partners, Thank you for your trust and support. This is your hard-earned capital so I want to be frank with you – I’ve made a couple...
Q4 2022 Letter
Q3 2022 Letter
The Launch of Infuse
Our Investment Process
The 3 Legs of Good Investing
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