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Investment Philosophy
Insights
Newsletter
Team
Contact
Quarterly Investor Letters
Featured
Apr 23, 2025
Q1 2025 Letter
Apr 23, 2025
Apr 23, 2025
Jan 23, 2025
Q4 2024 Letter
Jan 23, 2025
Jan 23, 2025
Oct 10, 2024
Q3 2024 Letter
Oct 10, 2024
Oct 10, 2024
Jul 10, 2024
Q2 2024 Letter
Jul 10, 2024
Jul 10, 2024
Apr 10, 2024
Q1 2024 Letter
Apr 10, 2024
Apr 10, 2024
Jan 16, 2024
Q4 2023 Letter
Jan 16, 2024
Jan 16, 2024
Nov 1, 2023
Q3 2023 Letter
Nov 1, 2023
Nov 1, 2023
Aug 1, 2023
Q2 2023 Letter
Aug 1, 2023
Aug 1, 2023
Apr 27, 2023
Q1 2023 Letter
Apr 27, 2023
Apr 27, 2023
Jan 27, 2023
Q4 2022 Letter
Jan 27, 2023
Jan 27, 2023
Oct 31, 2022
Q3 2022 Letter
Oct 31, 2022
Oct 31, 2022
Jul 11, 2022
Q2 2022 Letter
Jul 11, 2022
Jul 11, 2022
Apr 25, 2022
Q1 2022 Letter
Apr 25, 2022
Apr 25, 2022
Jan 11, 2022
Q4 2021 Letter
Jan 11, 2022
Jan 11, 2022
Oct 11, 2021
Q3 2021 Letter
Oct 11, 2021
Oct 11, 2021
Jul 10, 2021
Q2 2021 Letter
Jul 10, 2021
Jul 10, 2021
Apr 8, 2021
Q1 2021 Letter
Apr 8, 2021
Apr 8, 2021
Jan 11, 2021
Q4 2020 Letter
Jan 11, 2021
Jan 11, 2021
Oct 14, 2020
Q3 2020 Letter
Oct 14, 2020
Oct 14, 2020
Jul 5, 2020
Q2 2020 Letter
Jul 5, 2020
Jul 5, 2020
