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Q2 2024 Letter
Two Pyramids, Small Caps, Risk/Reward...
Jul 22, 2024
7 min read
Q1 2024 Letter
Cacophony, Bull or Bear, Artificial Intelligence...
Apr 25, 2024
10 min read
Q4 2023 Letter
Cummins, Saving Jaguar, "Culture eats strategy for breakfast"
Jan 19, 2024
8 min read
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