Investor Letters - Q1 2019
Our philosophy and process, patient and focused investing, why we like compound growth companies, and valuation
top of page
Investor Letter - Q3 2018
A shift in strategy, long-term thinking, concentration, position updates, and when is the best time to invest?
Investor Letter - Q1 2018
How we differ from traditional value investors, what makes a high-quality company, and position updates.
bottom of page