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Q2 2023 Letter
Nucor, steel, and Wall Street's divide...
Jul 15, 2023
5 min read
Q1 2023 Letter
Silicon Valley Bank, banking, and sentiment change...
Apr 21, 2023
9 min read
Q4 2022 Letter
Cooperation, Hakeem Olajuwon, and HubSpot...
Jan 18, 2023
12 min read
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