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Apr 21, 2023
9 min read
Q1 2023 Letter
Silicon Valley Bank, banking, and sentiment change...
Jan 18, 2023
12 min read
Q4 2022 Letter
Cooperation, Hakeem Olajuwon, and HubSpot...
Nov 2, 2022
7 min read
Q3 2022 Letter
EOG, Pulte, Palantir, Ken Griffin, and Lloyd Blankfein...
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