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Oct 29, 2024
5 min read
Q3 2024 Letter
Shakespeare, Robert Frost, a flatter portfolio...
Jul 21, 2024
7 min read
Q2 2024 Letter
Two Pyramids, Small Caps, Risk/Reward...
Apr 25, 2024
10 min read
Q1 2024 Letter
Cacophony, Bull or Bear, Artificial Intelligence...
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