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...
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Ryan Reeves
- Jul 7
- 16 min
Q2 2023 Letter
Dear partners, Thank you for your continued trust and support. Despite the lackluster performance start, every one of you has been...
Ryan Reeves
- Apr 12
- 5 min
The 3 Legs of Good Investing
I won’t beat around the bush – the three legs of good investing are growth, quality, and valuation. Growth without any value capture/real...
Ryan Reeves
- Apr 5
- 17 min
Q1 2023 Letter
Dear partners, Thank you for your continued trust and support. I’m not happy with the fund’s performance over the first three quarters....
Ryan Reeves
- Jan 9
- 13 min
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...
Ryan Reeves
- Oct 17, 2022
- 16 min
Q3 2022 Letter
First ever quarterly letter -- Q3 2022 Infuse Partners
Ryan Reeves
- Jul 20, 2022
- 4 min
The Launch of Infuse
I have some exciting news! On August 1st, we are launching Infuse Partners LP. CORE VALUES The name “Infuse” is an acronym for the core...
Ryan Reeves
- Jun 9, 2022
- 9 min
Our Investment Process
The philosophy is about finding the fastest-growing, highest-quality businesses in the world at the lowest valuations we can find. Fast...
Ryan Reeves
- Apr 1, 2022
- 7 min
Discontinuous Disruption
The year was 2000, the beginning of the tech bubble descent. Still groggy from waking up at 4 am, three men boarded a private plane at...
Ryan Reeves
- Nov 23, 2021
- 4 min
Optimal Research
Is it possible that doing too much research can hurt our investment performance? Allow me to explain. The great thing about investing in...
Ryan Reeves
- Oct 10, 2021
- 7 min
Investing Morality
I’ve talked about this a little bit before but wanted to elaborate/ramble with some more thoughts – how does morality fit into investing?...
Ryan Reeves
- Sep 15, 2021
- 7 min
Needing New Tools
In life and investing, oftentimes it’s not enough to just tell someone that they should change their behavior. Without a new frame of...
Ryan Reeves
- Jul 1, 2021
- 3 min
What Really Matters
Investing is a game of information processing. The investors who are able to see reality before others are the ones who will be rewarded....
Ryan Reeves
- Mar 14, 2021
- 3 min
High-Growth Investing
I often get the question, “do you only invest in tech?” The answer is a big, fat no. I try to invest in the companies where the...
Ryan Reeves
- Feb 2, 2021
- 3 min
Musings on Valuation
I've talked about valuation more in the last couple months than the past three years combined. And I think that's a good thing. Our...
Ryan Reeves
- Jan 15, 2021
- 5 min
Portfolio Construction
Investing really has two dynamics: picking companies and allocating dollars towards them. Investors often talk about the former, but I’d...
Ryan Reeves
- Dec 20, 2020
- 4 min
On Conviction and Turnover
Warning: this post is going to be more philosophical than practical It seems like conventional wisdom that buy and hold investing is best...
Ryan Reeves
- Oct 29, 2020
- 14 min
On Selling
Something I’ve been thinking about a lot is the idea of selling stocks. When I was at the Motley Fool, they were just finishing up a...
Ryan Reeves
- Aug 12, 2020
- 6 min
Negative Space and Innovation
Lately, I've been thinking a lot about innovation because it's at the core of our investment philosophy. There are a lot of stocks out...
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