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Investment Philosophy
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Newsletter
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Quarterly Investor Letters
Featured
August 11, 2026
Q2 2026 Letter
August 11, 2026
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August 11, 2026
April 24, 2026
Q1 2026 Letter
April 24, 2026
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April 24, 2026
January 28, 2026
Q4 2025 Letter
January 28, 2026
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January 28, 2026
October 21, 2025
Q3 2025 Letter
October 21, 2025
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October 21, 2025
July 24, 2025
Q2 2025 Letter
July 24, 2025
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July 24, 2025
April 23, 2025
Q1 2025 Letter
April 23, 2025
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April 23, 2025
January 23, 2025
Q4 2024 Letter
January 23, 2025
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January 23, 2025
October 10, 2024
Q3 2024 Letter
October 10, 2024
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October 10, 2024
July 10, 2024
Q2 2024 Letter
July 10, 2024
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July 10, 2024
April 10, 2024
Q1 2024 Letter
April 10, 2024
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April 10, 2024
January 16, 2024
Q4 2023 Letter
January 16, 2024
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January 16, 2024
November 1, 2023
Q3 2023 Letter
November 1, 2023
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November 1, 2023
August 1, 2023
Q2 2023 Letter
August 1, 2023
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August 1, 2023
April 27, 2023
Q1 2023 Letter
April 27, 2023
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April 27, 2023
January 27, 2023
Q4 2022 Letter
January 27, 2023
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January 27, 2023
October 31, 2022
Q3 2022 Letter
October 31, 2022
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October 31, 2022
July 11, 2022
Q2 2022 Letter
July 11, 2022
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July 11, 2022
April 25, 2022
Q1 2022 Letter
April 25, 2022
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April 25, 2022
January 11, 2022
Q4 2021 Letter
January 11, 2022
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January 11, 2022
October 11, 2021
Q3 2021 Letter
October 11, 2021
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October 11, 2021
July 10, 2021
Q2 2021 Letter
July 10, 2021
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July 10, 2021
April 8, 2021
Q1 2021 Letter
April 8, 2021
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April 8, 2021
January 11, 2021
Q4 2020 Letter
January 11, 2021
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January 11, 2021
October 14, 2020
Q3 2020 Letter
October 14, 2020
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October 14, 2020
July 5, 2020
Q2 2020 Letter
July 5, 2020
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July 5, 2020
