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Q4 2024 Letter
Optimism, capex cycles, high expectations...
Feb 16
7 min read
Q3 2024 Letter
Shakespeare, Robert Frost, a flatter portfolio...
Oct 30, 2024
5 min read
Q2 2024 Letter
Two Pyramids, Small Caps, Risk/Reward...
Jul 22, 2024
7 min read
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