Investor Letter - H2 2020
Disruptive innovation, evolution of the digital economy, asset bubbles, new positions in GoodRx, Roku and Teladoc and selling Dropbox.
Investor Letter - H2 2020
Investor Letter - Q2 2020
Investor Letter - Q1 2020
Investor Letter - Q4 2019
Investor Letter - Q3 2019
Investor Letter - Q2 2019