Dear partners, Thank you for your continued trust and support; you are the best partners I could ask for.  This quarter, I want to talk a...

Dear partners, Thank you for your continued trust and support; you are the best partners I could ask for. As we wrap up the year, I...

Dear partners, Thank you for your continued trust and support; you are the best partners I could ask for.  After two years of running the...

Dear partners, Thank you for your continued trust and support; you are the best partners I could ask for. I didn’t receive a single...

Dear partners, Thank you for your continued trust and support; you are the best partners I could ask for. So far, we’ve written five...

Dear partners, Thank you for your continued trust and support; you are the best partners I could ask for. As I reflect more on the past...

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...

Dear partners, Thank you for your continued trust and support. Despite the lackluster performance start, every one of you has been...

In our opinion, the three legs of good investing are growth, quality, and valuation. Growth without any value capture/real cash flow is...

Dear partners, Thank you for your continued trust and support. I’m not happy with the fund’s performance over the first three quarters....

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...

First ever quarterly letter -- Q3 2022 Infuse Partners

Our philosophy is focused on finding the fastest-growing, highest-quality businesses in the world at the lowest valuations we can find....

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...

Is it possible that doing too much research can hurt our investment performance? Allow me to explain. The great thing about investing in...

I’ve talked about this a little bit before but wanted to elaborate/ramble with some more thoughts – how does morality fit into investing?...

In life and investing, oftentimes it’s not enough to just tell someone that they should change their behavior. Without a new frame of...

Investing is a game of information processing. The investors who are able to see reality before others are the ones who will be rewarded....

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...