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Join date: Dec 29, 2019
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Apr 5, 2024 ∙ 43 min
Investor Letter - H2 2023
H2 2023 Results, Portfolio Update, Carvana, Redfin, and Roku Discussion
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Aug 25, 2023 ∙ 27 min
Investor Letter - H1 2023
H1 2023 Results During the first half of 2023, the Saga Portfolio (“the Portfolio”) increased 117.3% net of fees. This compares to the...
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Feb 16, 2023 ∙ 22 min
Investor Letter - H2 2022
Portfolio Update, Microeconomics, Redfin and Carvana Discussion
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Joe Frankenfield
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