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Q1 2024 Letter
Cacophony, Bull or Bear, Artificial Intelligence...
Apr 25, 202410 min read
43 views
Q4 2023 Letter
Cummins, Saving Jaguar, "Culture eats strategy for breakfast"
Jan 19, 20248 min read
24 views
Q3 2023 Letter
Economic figures, switching cost, Hermès, and operating systems...
Oct 19, 20236 min read
35 views
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