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Q4 2023 Letter
Cummins, Saving Jaguar, "Culture eats strategy for breakfast"
Jan 19, 20248 min read
Q3 2023 Letter
Economic figures, switching cost, Hermès, and operating systems...
Oct 18, 20236 min read
Q2 2023 Letter
Nucor, steel, and Wall Street's divide...
Jul 15, 20235 min read
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