H2 2023 Results, Portfolio Update, Carvana, Redfin, and Roku Discussion

H1 2023 Results During the first half of 2023, the Saga Portfolio (“the Portfolio”) increased 117.3% net of fees. This compares to the...

Portfolio Update, Microeconomics, Redfin and Carvana Discussion

Q2 2022 Results: Interpretation of Results, The Search for a Theory of Investing, Portfolio Update