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A note about the current market situation
In lieu of a formal Q1 letter, the following note was sent to our clients.
Apr 7, 20255 min read
Q4 2024 Letter
Optimism, capex cycles, high expectations...
Feb 16, 20257 min read
Q3 2024 Letter
Shakespeare, Robert Frost, a flatter portfolio...
Oct 30, 20245 min read
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