Letters & Notes
General
Investor Letters
2020 Investor Letter III (Year-End)
2020 Investor Letter II (Summer)
2020 Investor Letter I (Spring)
2019 Investor Letter III (Year-End)
2019 Investor Letter II (Autumn)
2019 Investor Letter I (Spring)
Equity Selection Process (Sep 2018)
Desiring What Doesn't Exist (Fall 2016)
Specifically Ambiguous (July 2015)
Equity Research
Media & Other
SumZero interview (July 2020)
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