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Q1 2024 Letter
Cacophony, Bull or Bear, Artificial Intelligence...
Apr 25, 202410 min read
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
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